Senior Investment Portfolio Strategist
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-29
Listing for:
KeyCorp
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Key Corp is seeking an IAS Investment Consultant in Cleveland to advise clients on investment strategies and build customized portfolios. You will work with the relationship team to integrate advice across tax, estate planning, and retirement planning, while driving client satisfaction and growth.
The role emphasizes portfolio construction, market expertise, and proactive client engagement, with a focus on high-net-worth relationships and collaborative teamwork.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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