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Senior Private Wealth Portfolio Strategist
Job in
Toledo, Lucas County, Ohio, 43614, USA
Listed on 2026-07-26
Listing for:
KeyCorp
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Key Corp is seeking a Senior Portfolio Strategist to advise clients on investment strategies and tailor portfolios to individual goals. You will collaborate with the relationship team to integrate advice with tax, estate planning, and retirement planning, while driving growth through new relationships and referrals.
The role emphasizes deep market expertise, open-architecture solutions, and a client-centric approach to exceed expectations.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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