Private Client Advisor

Serve as the primary investment services advisor for KeyBank’s Mass Affluent clients, using a financial wellness and planning approach to deliver investment solutions for new and existing clients. Grow and expand relationships for clients with investable assets from $250,000 to $2M, meeting sales production and referral goals. Partner with retail branch managers, branch teams, and Centers of Influence to drive consultative, needs-based advice and cross-selling opportunities across consumer banking.