• Associate Private Client Advisor

    KeyBank (Mahopac, NY)
    …Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client ... the Private Client Advisor by working the book of business , lead lists, and closing on referrals through financial...S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life,… more
    KeyBank (08/26/25)
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  • Private Client Advisor

    KeyBank (Brewster, NY)
    …and referral goals to the Bank (closed and accepted) by working book of business , lead lists, and closing on received referrals. + Develop a complete understanding ... and the existing bank client base. + Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring… more
    KeyBank (08/26/25)
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  • Financial Solutions Advisor - Greater Queens NY…

    Bank of America (Flushing, NY)
    …financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with ... feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66… more
    Bank of America (09/06/25)
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