Private Client Advisor – Mass Affluent Investments and Planning

A financial services institution is seeking a Private Client Advisor to focus on the Mass Affluent client base and provide tailored investment solutions. This role involves establishing partnerships with Retail Branch Managers and ensuring compliance with KeyBank policies. Candidates should possess a strong client-centric approach and experience in sales, with relevant licenses, including FINRA Security Industry Essentials and others. This is a full-time position based in Brewster, New York offering a competitive salary and commission opportunities. #J-18808-Ljbffr