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Private Client Advisor at KeyBank - ApplyBlast

Private Client Advisor

KeyBank

1 month ago

3.6 on Glassdoor

Cleveland, Ohio, United States

Onsite

Full Time

Trainee

0 applicants

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About this role

The Private Client Advisor role is part of Key Investment Services' Advisor Professional Development Program, a 22‑month apprenticeship that prepares novice advisors for a career in wealth management. Participants will study for and obtain FINRA Series 7, 66 (or 63 & 65) and a state life & health insurance license, then serve mass‑affluent clients by providing investment solutions, financial wellness conversations, and comprehensive financial planning.

Responsibilities

Develop and manage investment portfolios for mass affluent clients
Conduct holistic financial wellness conversations and comprehensive financial plans
Achieve sales production and referral goals through consultative sales process

Skills

Qualifications

Bachelor's DegreeFINRA Security Industry Essentials (SIE)FINRA Series 7FINRA Series 66Resident State Insurance License

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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