Mass Affluent Private Client Advisor (Hybrid)

KeyBank; New York (NY); On-site; USD 56,000 - 69,000; Full time

Job summary

KeyBank Brewster, NY is seeking a Private Client Advisor focused on Mass Affluent clients. You will provide investment solutions, develop relationships with branch staff, and identify full banking and investment opportunities for new and existing clients.

The role targets clients with investable assets from $250k to $2M, conducts holistic financial wellness conversations, and builds comprehensive financial plans to drive relationship growth and referrals while meeting sales goals.

Qualifications

• High School Diploma or equivalent is required, or Bachelor's Degree preferred.

Responsibilities

• Develop and grow new clients with investable assets exceeding $50,000 and expand relationships across the client base.
• Host holistic Financial Wellness conversations and complete comprehensive financial plans to uncover full household opportunities and cross-sell investments and banking products.

Education

High School Diploma or equivalent experience

Bachelor's Degree (preferred)

Job description

KeyBank Brewster, NY is seeking a Private Client Advisor focused on Mass Affluent clients. You will provide investment solutions, develop relationships with branch staff, and identify full banking and investment opportunities for new and existing clients.

The role targets clients with investable assets from $250k to $2M, conducts holistic financial wellness conversations, and builds comprehensive financial plans to drive relationship growth and referrals while meeting sales goals.