- KeyBank (Tacoma, WA)
- …responsible for growing sales and assets within a defined territory through a team of Private Client Advisors. The Wealth Market Leader Position requires an ... Goal; this is accomplished through the sales practices of Private Client Advisors and Private ...closing on referrals. + Develop a complete understanding of Key Investment Services solutions to support cross- selling opportunities… more
- JPMorgan Chase (Olympia, WA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners… more
- KeyBank (Tacoma, WA)
- …Functions** + Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. + Support the ... new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and...of interest, and acting in the best interests of Key 's clients and Key . **Education** + Bachelor's… more