Private Client Advisor
About this role
Job title: Private Client Advisor
About the Role The Private Client Advisor focuses on our Mass Affluent client base, using planning and financial wellness as the core of their methodology. They 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. They will establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence to support holistic client relationships.
What You'll Do
- Focus on Mass Affluent clients with planning and financial wellness as the basis of their methodology.
- Provide investment solutions to new and existing Mass Affluent clients.
- Identify full relationship opportunities and expand KeyBank relationships.
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