Senior Portfolio Strategist — Wealth Advisor
Job in
North Canton, Stark County, Ohio, 44720, USA
Listed on 2026-07-20
Listing for:
KeyCorp
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Key Bank is seeking a Sr Portfolio Strategist in the Canton area to advise clients on investment strategies, construct customized portfolios, and collaborate with the relationship team to integrate advice with planning goals. The role targets revenue growth by sourcing opportunities and expanding client relationships.
Responsibilities include portfolio construction, monitoring, and coordination with internal advisors, ensuring compliance, and delivering proactive guidance to High Net Worth
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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