Wealth Planning & Investment Advisor
Keybank, National Association
KeyBank in Johnstown, NY seeks a Private Client Advisor focused on Mass Affluent clients, providing investment solutions and financial wellness through planning and relationship development. The role targets assets from $250,000 up to $2 million and requires strong collaboration with branch teams to maximize referrals and cross-sell banking products. The successful candidate will engage in holistic financial planning, lead with relationship-building, and maintain adherence to KeyBank policies #J-18808-Ljbffr KeyBank
Vacancy posted 3 days ago
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