Private Client Advisor

A Private Client Advisor at KeyBank focuses on serving Mass Affluent clients with investable assets ranging from $250,000 to $2 million by delivering comprehensive financial planning and investment solutions. The role involves growing the client base through a consultative sales process, fostering partnerships with branch teams and Centers of Influence, and maximizing cross-selling opportunities using the bank's full suite of consumer products. Advisors are expected to drive holistic financial wellness conversations while adhering to strict ethical standards and compliance policies.