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Private Client Advisor at KeyBank - ApplyBlast

Private Client Advisor

KeyBank

4 months ago

3.6 on Glassdoor

East Haven, CT

Hybrid

Full Time

Executive

0 applicants

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About this role

The Private Client Advisor at KeyBank focuses on Mass Affluent clients by providing comprehensive investment solutions, financial planning, and holistic financial wellness conversations. The role involves building strong partnerships with branch teams and Centers of Influence while executing a consultative sales process to grow relationships with clients holding $250,000 to $2 million in investable assets.

Responsibilities

Grow new clients and expand existing relationships with Mass Affluent prospects
Execute consultative sales process for clients with $250,000 to $2 million assets
Develop comprehensive financial plans to uncover household and relationship growth opportunities
Refer investment and banking needs to appropriate KeyBank lines of business
Coach and mentor branch personnel on investment product delivery and client management

Skills

Qualifications

FINRA Securities Industry Essentials (SIE)FINRA License S7FINRA License S66 or S63 and 65Resident State Insurance LicensesBachelor's Degree

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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