About this role
About the Role The Private Client Advisor focuses on KeyBank's Mass Affluent client base, using planning and financial wellness as the basis of their methodology. They will be the primary provider of investment services to 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 to maintain strong client relationships. What You'll Do
- Serve as the primary provider of investment services to Mass Affluent clients, delivering tailored investment solutions.
- Identify and pursue full relationship opportunities across clients and accounts.
- Establish and maintain strong partnerships with Retail Branch Managers, branches, and Centers of Influence to support client planning and wellness initiatives. What We're Looking For
- Focus on Mass Affluent clients with planning and financial wellness as the basis of their methodology.
- Ability to lead with planning and financial wellness concepts in investment advisory services.
- Strong partnership and relationship-building skills with branch teams and Centers of Influence.