ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Private Client Advisor at KeyBank - ApplyBlast

Private Client Advisor

KeyBank

2 months ago

3.6 on Glassdoor

Springfield, Oregon, United States

Onsite

Full Time

Senior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Private Client Advisor will serve KeyBank's Mass Affluent client base, providing investment solutions and comprehensive financial wellness planning. The role focuses on acquiring new clients and expanding relationships with individuals holding $250,000 to $2 million in investable assets, while collaborating closely with retail branch teams and centers of influence.

Responsibilities

Grow new client relationships and expand existing accounts
Conduct holistic financial wellness conversations and comprehensive financial plans
Coordinate investment product delivery and mentor branch personnel

Skills

Qualifications

FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66 or S63 and 65Certified Financial Planner (CFP)Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

View Profile

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