KeyCorp

1 week ago

Private Client Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Serve as the primary investment services advisor for KeyBank’s Mass Affluent clients, using planning and financial wellness to grow new relationships and expand existing ones. Lead consultative, needs-based conversations, deliver comprehensive financial plans, and meet sales production and referral goals through your book of business and lead lists. Partner closely with Retail Branch Managers and Center of Influence teams, coordinating investment product delivery and mentoring branch personnel to maximize best-interest outcomes.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing Mass Affluent relationships for clients with investable assets over $50,000, executing a consistent sales process and financial planning approach for prospects between $250,000 and $2 million.
•Lead holistic Financial Wellness conversations and complete comprehensive financial plans to identify full household and relationship growth opportunities and make appropriate referrals.
•Use consultative sales processes and assessment tools to provide needs-based investment solutions and partner with banking center staff.
•Achieve 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 branches, including coaching and mentoring branch personnel and building a Center of Influence strategy across the Consumer Bank.

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), and FINRA License S66 or S63 and 65 upon hire (required).
•Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required).
•Demonstrated ability to sell investment products and services with strong client-focused, collaborative working style.

Education:High School

Skills:Client-centric focusCollaborationEthical conduct

Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Resident State Insurance Licenses (Life, Variable, and Accident/Health)Resident State Insurance Licenses (Life & Disability)

Certifications:Certified Financial Planner (CFP)

Tech Stack:Proprietary financial services systems

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: 3.6

Website LinkedIn

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KeyCorp

1 week ago

Private Client Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing Mass Affluent relationships for clients with investable assets over $50,000, executing a consistent sales process and financial planning approach for prospects between $250,000 and $2 million.
•Lead holistic Financial Wellness conversations and complete comprehensive financial plans to identify full household and relationship growth opportunities and make appropriate referrals.
•Use consultative sales processes and assessment tools to provide needs-based investment solutions and partner with banking center staff.
•Achieve 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 branches, including coaching and mentoring branch personnel and building a Center of Influence strategy across the Consumer Bank.

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), and FINRA License S66 or S63 and 65 upon hire (required).
•Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required).
•Demonstrated ability to sell investment products and services with strong client-focused, collaborative working style.

Education:High School

Skills:Client-centric focusCollaborationEthical conduct

Certifications:Certified Financial Planner (CFP)

Tech Stack:Proprietary financial services systems

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: 3.6

Website LinkedIn