KeyBank in Mansfield, OH is seeking a Private Client Advisor focused on Mass Affluent clients, delivering planning-based investment solutions and financial wellness conversations. This role partners with Retail Branch Managers to identify full relationship opportunities and aims to grow assets from $250k to $2M.
The ideal candidate will manage a book of business, meet sales goals, and collaborate with branch staff to deliver comprehensive investment strategies and cross-sell bank products.
#J-1
KeyCorp
Mansfield, Ohio, United States ( 0 miles away )
6 days ago
