- KeyBank (Sandusky, OH)
- …plan for clients and prospects with investable assets between $250,000 to $ 2 Million. + Host holistic Financial Wellness conversations and complete comprehensive ... S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life,...office equipment, proprietary financial services systems. + In the event you do not hold the required licenses at… more