Private Client Financial Advisor
KeyCorp
KeyCorp's Private Client Banker (PCB) role focuses on the entire client relationship with a plan-based approach to financial advice. The PCB delivers and refers appropriate financial solutions to clients with up to $2M in investable assets and builds a trusted advisory relationship. Responsibilities include developing a pipeline, opening accounts, and coordinating with Investment Services, Private Bank, Mortgage and Business Banking to meet clients' financial wellness goals. #J-18808-Ljbffr KeyCorp
Vacancy posted 1 day ago
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