Private Client Wealth Advisor for Mass Affluent

Key Bank

Albany, NY

JOB DETAILS
SKILLS
Customer Relations, Meet Sales Quota, Sales
LOCATION
Albany, NY
POSTED
1 day ago

KeyBank is seeking a Private Client Advisor to focus on our Mass Affluent client base in Albany. The Advisor will lead with planning and financial wellness while providing investment solutions to clients with assets between $250,000 to $2 million.The role focuses on growing relationships, collaborating with branch teams, and achieving sales goals. An ideal candidate has strong sales results, client-centric focus, and relevant certifications like FINRA licenses and a Bachelor's degree is preferred.#J-18808-Ljbffr

About the Company

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Key Bank