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 foundation of their methodology. They will be the primary provider of investment services to KeyBank Mass Affluent clients, delivering investment solutions to new and existing clients while identifying full relationship opportunities. The role also involves establishing a strong partnership with Retail Branch Managers, teams, and Centers of Influence to grow and deepen client relationships.
What You'll Do
- Provide investment solutions to Mass Affluent clients and guide them with planning and financial wellness.
- Identify and pursue full-relationship opportunities across client portfolios.
- Establish and nurture partnerships with Retail Branch Managers, teams, and Centers of Influence to expand client service and outcomes.
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