About this role
Assoc. Private Client Advisor at Keybank. Location: Dresher, Pennsylvania, United States. Role: assisting advisors, delivering investments, generating referrals Requirements: High school diploma required (bachelor's preferred). FINRA SIE,S7 and S66 (or S63+S65) and resident state insurance licenses required upon hire; CFP preferred. Financial services experience preferred; valid driver's license may be needed. Category: Sales Seniority: Entry Level Certifications: sie, s7, s66, s63, s65, resident state insurance, cfp Commitment: Full Time Workplace: Onsite Languages: English