Private Client Advisor
About this role
Job title: Private Client Advisor
About the Role The Private Client Advisor focuses on KeyBank's Mass Affluent client base, using planning and financial wellness as the foundation of their approach. The Advisor is the primary provider of investment services to Mass Affluent clients, delivering investment solutions to new and existing clients while identifying full relationship opportunities. They will establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence to coordinate comprehensive client care.
What You'll Do
- Provide investment solutions to Mass Affluent clients (new and existing), prioritizing planning and financial wellness.
- Identify and pursue full relationship opportunities to deepen client engagement.
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