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 basis of their methodology. The Advisor serves as the primary provider of investment services to KeyBank Mass Affluent clients, delivering investment solutions to new and existing clients while identifying full relationship opportunities. This role also requires establishing strong partnerships with Retail Branch Managers, teams, and Centers of Influence.
What You'll Do
- Lead with planning and financial wellness concepts in client engagements for Mass Affluent clients.
- Serve as the primary provider of investment services to Mass Affluent clients by delivering investment solutions to new and existing clients.
- Identify and pursue full relationship opportunities across client relationships and product lines.
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