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 core of their methodology. They will be the primary provider of investment services to Mass Affluent clients by delivering investment solutions to both new and existing clients while identifying full relationship opportunities. The role also involves establishing strong partnerships with Retail Branch Managers, teams, and Centers of Influence to drive client outcomes.
What You'll Do
- Provide investment solutions to KeyBank Mass Affluent clients as the primary investment services provider.
- Lead with planning and financial wellness concepts in client interactions and advice.
- Identify and pursue full relationship opportunities across client relationships.
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