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KeyCorp

Mass Affluent Private Client Advisor

king city, OR

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About this opportunity

KeyCorp lists this Mass Affluent Private Client Advisor opportunity in king city, Oregon. Review the employer’s description below for duties, qualifications and application requirements.

Job description

KeyCorp is seeking a Private Client Advisor to serve Mass Affluent clients with planning and financial wellness at the core of their approach. You will act as the primary provider of investment services, delivering solutions and developing relationships with clients and Centers of Influence within KeyBank's Mass Affluent segment.

You will partner with branch managers and staff to deliver comprehensive financial plans, cross-sell banking products, and grow the book of business across investments

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