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Location:
348 Hartford Turnpike - Vernon, Connecticut 06066Job Description Preview
Job Summary
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.
Responsibilities
Education Qualifications
Licenses and Certifications
Tactical Skills
Personal Skills
Practical Skills
Core Competencies
Physical Demands
Travel
Driving Requirements
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing .
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.Full Time
Banking
$78k-111k (estimate)
08/04/2023
05/05/2024
key.com
TOLEDO, OH
15,000 - 50,000
1849
Public
RICK GRAY
$5B - $10B
Banking
KeyBank is a provider of personal and commercial banking products and services for businesses and individuals.
The job skills required for Private Client Advisor include Products and Services, Financial Services, Problem Solving, Initiative, Risk Management, Partnering, etc. Having related job skills and expertise will give you an advantage when applying to be a Private Client Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Private Client Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Private Client Advisor positions, which can be used as a reference in future career path planning. As a Private Client Advisor, it can be promoted into senior positions as a Private Banker II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Private Client Advisor. You can explore the career advancement for a Private Client Advisor below and select your interested title to get hiring information.