Private Client Advisor - Financial Wellness

Key Bank

KeyCorp's Private Client Banker role in Mount Vernon, WA focuses on the entire client relationship with a plan-based approach to financial advice and solutions for clients with up to $2M in investable assets.

You will assess client needs, gather data, and refer to specialists in Retail, Investment Services, Private Bank, Mortgage, or Business Banking while upholding Key's client-centered service standards.

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Vacancy posted 2 days ago

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