Teams at KeyBank

The Private Client Advisor focuses on providing investment solutions to Mass Affluent clients, establishing client relationships, and achieving sales goals. They conduct financial wellness discussions, manage client accounts, and collaborate with branch personnel to identify referral opportunities.

The Financial Wellness Associate engages with clients to provide guidance on financial wellness while processing transactions and developing client relationships. They collaborate with team members to improve branch performance and achieve sales goals.

The role involves providing financial reporting and analysis to support executive leadership, with responsibilities in forecasting, performance analysis, and cross-functional collaboration.