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 basis of their methodology. The Advisor is the primary provider of investment services to KeyBank Mass Affluent clients by 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, and maintain strong client relationships across the bank.
What You'll Do
- Provide investment services to Mass Affluent clients and deliver investment solutions to new and existing clients.
- Lead with planning and financial wellness as the guiding methodology for client strategy.
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