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Private Client Advisor

Key Bank

KeyBank seeks a Private Client Banker in Canandaigua, NY to manage client relationships and deliver plan-based financial advice. You will assess client data, identify needs, and refer suitable investment, insurance, mortgage, and business banking solutions to enhance financial wellness. The role requires FINRA licenses (S6, S63, SIE) and life/ health insurance licenses, and involves opening accounts, product knowledge, and coordinating with partners across Retail, Private Client, and Investment #J-18808-Ljbffr

Vacancy posted 2 days ago
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