Private Client Advisor
About this role
Job title: Private Client Advisor
About the Role Key Bank is seeking a Private Client Advisor focused on the Mass Affluent client base, with planning and financial wellness as the core methodology. The Advisor will be the primary provider of investment services to Mass Affluent clients, delivering investment solutions to new and existing clients while identifying full relationship opportunities. The role includes establishing strong partnerships with Retail Branch Managers, teams, and Centers of Influence to deliver holistic client service.
What You'll Do
- Provide investment services and tailored investment solutions to Mass Affluent clients, both new and existing.
- Lead with planning and financial wellness concepts in client interactions.
- Identify and pursue full relationship opportunities across the client base.
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