Private Client Advisor
KeyBank(1 day ago)
About this role
This role is for a Private Client Advisor focusing on the mass affluent client base at KeyBank. The position involves providing investment services, financial planning, and building strong client relationships, primarily serving clients with investable assets between $250,000 and $2 million.
Required Skills
- Financial Planning
- Investment Solutions
- Client Relations
- Sales Acumen
- Financial Needs Analysis
- Regulatory Knowledge
- Banking Products
- Team Collaboration
- Financial Certifications
- Customer Service
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
View more jobs at KeyBank →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at KeyBank
Similar Jobs
Wealth Planner
Barclays(1 month ago)
Senior Financial Representative
LPL Financial(1 month ago)
Senior Financial Representative
LPL Financial(2 months ago)
Investment Advisor Sr. - PNC Private Bank
Quantitative Marketing(1 month ago)
Private Financial Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
Senior Wealth Planner
Barclays(1 month ago)