Private Client Advisor

KeyCorp
United States
Workplace: OnsiteFull timeFunction: SalesEducation: high_schoolSkills: ["Client centric focus","Collaborative teamwork","Consultative sales","Ethical conduct","Relationship building"]

Serve as the primary investment services advisor for KeyBank’s Mass Affluent clients, using consultative selling and financial wellness conversations to build and deepen relationships. Grow new and existing client relationships with investable assets, create comprehensive needs-based financial plans, and deliver coordinated investment product solutions in partnership with branch managers and teams. Support cross-selling referrals by understanding Key Investment Services and leveraging a Center of Influence strategy.

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FursaFursa
KeyCorp
KeyCorp
3 days ago

Private Client Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Serve as the primary investment services advisor for KeyBank’s Mass Affluent clients, using consultative selling and financial wellness conversations to build and deepen relationships. Grow new and existing client relationships with investable assets, create comprehensive needs-based financial plans, and deliver coordinated investment product solutions in partnership with branch managers and teams. Support cross-selling referrals by understanding Key Investment Services and leveraging a Center of Influence strategy.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Grow new clients and expand existing relationships for clients with more than $50,000 in investable assets using a consistent sales process and financial plan.
  • •Lead holistic Financial Wellness conversations, complete comprehensive financial plans, and uncover household and relationship growth opportunities across investments and banking.
  • •Use consultative sales processes and assessment tools to deliver needs-based investment solutions and partner with banking center staff to support referrals.
  • •Attain sales production and referral goals by managing a book of business, using lead lists, and closing on received referrals.
  • •Coordinate investment product delivery within assigned branch(es), including coaching and mentoring branch personnel, and develop a Center of Influence strategy.
Travel: Low travel

Key Requirements

  • •High School Diploma or equivalent experience (required).
  • •FINRA Security Industry Essentials (SIE) upon hire (required).
  • •FINRA License S7 upon hire (required).
  • •FINRA License S66 or S63 and 65 upon hire (required).
  • •Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required).
Education:High School
Skills:Client centric focusCollaborative teamworkConsultative salesEthical conductRelationship building
Licenses:Resident State Insurance Licenses (Life, Variable, and Accident/Health)Resident State Insurance Licenses (Life & Disability)
Certifications:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License S65Certified Financial Planner (CFP)
Tech Stack:Proprietary financial services systemsStandard office equipment

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn