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 with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong relationships.
What You'll Do
- Provide investment services and solutions to Mass Affluent clients, helping them with planning and financial wellness.
- Identify and pursue full relationship opportunities with new and existing clients.
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