About this role
Private Client Advisor at Keybank. Location: Plattsburgh, New York, United States. Role: growing clients, providing advice, coordinating delivery Requirements: Provide investment solutions and financial planning for mass affluent clients; obtain required FINRA and state insurance licenses; demonstrated sales results and client-centric collaboration. Category: Sales Seniority: Mid Level Certifications: sie, s7, s66, s63, s65, cfp, resident state insurance, driver Commitment: Full Time Workplace: Hybrid Languages: English