KeyBank

Private Client Advisor

KeyBank

3 days ago
East Haven, CT
Hybrid
Full Time
Medior
0 applicants
KeyBank
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About this role

A Private Client Advisor at KeyBank focuses on serving the Mass Affluent client base by providing investment solutions, financial plans, and wellness conversations. They develop relationships, identify full relationship opportunities, and collaborate with branch staff and partners to grow and manage client investments and banking needs.

Skills

KeyBank

About KeyBank

key.com

Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!

About KeyBank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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