About this role
Private Client Advisor at Keybank. Location: Niagara Falls, New York, United States. Role: advising clients, generating referrals, creating plans Requirements: Sales-focused advisor to serve mass-affluent clients; requires FINRA licenses (SIE, S7, S66/S63+S65), resident state insurance licenses, proven sales results, ability to generate referrals and deliver comprehensive financial plans. 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 Commitment: Full Time Workplace: Hybrid Languages: English