Private Client Advisor
About this role
Job title: Private Client Advisor
About the Role The Private Client Advisor focuses on the Mass Affluent client base, using planning and financial wellness as the core of their methodology. They are the primary provider of investment services to KeyBank Mass Affluent clients, delivering investment solutions to new and existing clients while identifying full relationship opportunities. They will establish strong partnerships with Retail Branch Managers, teams, and Centers of Influence to drive holistic client outcomes.
What You'll Do
- Provide investment solutions to Mass Affluent clients and guide them through financial planning and wellness concepts.
- Lead with planning and financial wellness as the basis of service delivery.
- Identify and develop full relationship opportunities across client relationships.
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