Mass Affluent Private Client Advisor (Hybrid)
Keybank, National Association
KeyCorp is actively seeking a Private Client Advisor in Schenectady, NY, to focus on their Mass Affluent client base. This position involves providing tailored investment solutions while fostering strong partnerships within the organization. Responsibilities include expanding client relationships and maintaining compliance with financial regulations. Candidates should have a strong emphasis on client satisfaction and prior experience in sales within the financial sector. #J-18808-Ljbffr KeyCorp
$62.4k
KeyBank in Schenectady, NY is seeking a Private Client Advisor focused on the Mass Affluent client segment. The Advisor will provide investment solutions, work collaboratively with branch teams, and drive client engagement to grow relationships and assets. The role requires...Private client$62.4k
Location: 315 State Street, Schenectady New York 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...Private clientTemporary workBank staffWork at officeFlexible hoursNight shift- ...outbound calls, document interactions, and assist with administrative tasks. Benefits include a performance bonus, retention bonus, and a hybrid work potential based on performance after six months. A diverse workforce is encouraged to apply, and a bilingual premium is...Suggested
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...project management, team leadership, and client relationships. In this role, you will... ...delivering exceptional service to public and private sector clients. Contribute to business... ...-paid Life and Disability Insurance ~ Hybrid Work Schedule ~ Generous PTO and Paid...Private clientFull timeLocal areaFlexible hours- ...Community Planning Location: Colonie, NY, USA (Hybrid; preference for candidates in Albany or... ...Assistance: Limited About the Client Our client is a leading, employee‑owned engineering... .... The firm partners with both public and private sector clients to deliver innovative...Private clientWork at officeRelocation package
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$14 - $17 per hour
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