About this role
Private Client Advisor at Keybank. Location: Seattle, Washington, United States. Role: growing relationships, providing investments, conducting planning Requirements: Sales-focused advisor for mass affluent clients; requires FINRA SIE, Series 7, Series 63/65 or 66, state resident insurance licenses; high school required (BA preferred); valid driver's license and ability to travel occasionally. Category: Sales Seniority: Mid Level Certifications: sie, series 7, series 66, series 63, series 65, cfp, state insurance - life, state insurance - variable, state insurance - accident/health Commitment: Full Time Workplace: Hybrid Languages: English