Associate Private Client Advisor
KeyCorp
United States
Workplace: OnsiteFull timeUSD 80,168+ annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client-centric focus","Collaboration","Consultative selling","Due diligence","Ethical conduct"]Partner with Private Client Advisors to deliver investment solutions for Mass Affluent clients, using planning and financial wellness to guide recommendations. Support needs-based financial solutions through consultative sales, referral generation, and cross-selling of Key Investment Services and core bank products. Collaborate with Branch teams and Centers of Influence, participate in in-person branch huddles, help drive year-over-year revenue growth, and maintain client-first, ethical conduct.
