Private Client Advisor
KeyBank
About this role
A Private Client Advisor at KeyBank focuses on the Mass Affluent client base, providing investment planning and financial wellness solutions. The role involves building relationships, offering comprehensive financial plans, and cross-selling bank products, with an emphasis on client-centered service.
Skills
Qualifications
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!
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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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