About this role
Private Client Advisor at KeyBank. Location: East Haven, Connecticut, United States. Role: growing relationships, providing investments, creating plans Requirements: Sales-focused advisor for mass-affluent clients; requires FINRA SIE, S7, S66/S63 and S65, resident state insurance licenses; high school diploma required (BA preferred); ability to obtain required licenses if not held. Category: Sales Seniority: Mid Level Certifications: sie, s7, s66, s63, s65, cfp, resident state insurance life, resident state insurance variable, resident state insurance accident/health, resident state insurance life & disability Commitment: Full Time Workplace: Hybrid Languages: English