Assoc. Private Client Advisor
KeyCorp
United States
Workplace: OnsiteFull timeUSD 62,400+ annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client centric focus","Collaborative team work","Consultative sales approach","Ethical conduct","Due diligence research"]Partner with Private Client Advisors to deliver investment product solutions for Mass Affluent clients, using planning and financial wellness to guide needs-based recommendations. Support client management and service delivery across assigned branches, assist with referral opportunities, and help cross-sell Key investment services and core bank products. Collaborate with branch leaders and centers of influence, participate in branch huddles, and work consultatively to meet sales production and revenue growth goals.
