About this role
Private Client Advisor at Keybank. Location: Lansdale, Pennsylvania, United States. Role: growing relationships, providing solutions, coaching staff Requirements: Sales-focused advisor for mass affluent clients, requires FINRA licenses (SIE, S7, S63/S65/S66), resident state insurance licenses, high school diploma (BA preferred), valid driver's license, and ability to obtain required licenses. Category: Sales Seniority: Mid Level Certifications: sie, s7, s66, s63, s65, cfp, resident state insurance Commitment: Full Time Workplace: Hybrid Languages: English