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Private Client Advisor

KeyBank
📍 Brewster, New York, United States 💼 Full time 🕒 Posted June 10, 2026
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Job Description

Location:

1505 Rt 22, Brewster New York

Job Summary
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.

Essential Functions

  • Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
  • Host holistic Financial Wellness...

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    Job Details

    • Location Brewster, New York
    • Job Type Full time
    • Category Financial Specialists
    • Posted Date June 10, 2026
    • Application Deadline July 20, 2026