Assoc. Private Client Advisor

Partner with Private Client Advisors to support Mass Affluent clients through needs-based investment planning and financial wellness. Assist with in-branch client services, coordinate investment product delivery, and help drive sales production and referral goals by leveraging lead lists, consultative assessment tools, and strong Center of Influence relationships. Work collaboratively with branch managers and teams to cross-sell KeyBank investment services and build year-over-year revenue.