KeyBank

Private Client Advisor

KeyBank

16 days ago
Plattsburgh, NY
Hybrid
Full Time
Junior
0 applicants
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KeyBank
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About this role

A Private Client Advisor at KeyBank focuses on serving Mass Affluent clients by providing investment solutions and fostering strong relationships with clients and partners. The role involves developing financial plans, identifying growth opportunities, and collaborating with bank teams to maximize client needs.

Skills

Qualifications

High School Diploma or equivalentBachelor's Degree (preferred)FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66 or S63 and 65
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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