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 financial wellness conversations and consultative planning to grow and expand relationships. Manage client sales production and referrals, deliver needs-based investment solutions, and partner closely with retail branch personnel and Centers of Influence. Coordinate investment product delivery and coach/mentor branch staff to maximize client outcomes and sales production within assigned branches.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing relationships, executing a consistent sales process and financial plan for clients and prospects with investable assets.
•Lead financial wellness conversations and complete comprehensive financial plans to identify household and relationship growth opportunities, referring appropriately.
•Use consultative sales techniques and needs-based approaches to provide investment solutions and partner with banking center staff.
•Attain sales production and referral goals by managing a book of business, lead lists, and closing on referrals received.
•Coordinate investment product delivery within assigned branch(es) and actively participate in the branch team by coaching and mentoring branch personnel.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience (required).
•Ability to use a consultative sales process and assessment tools to provide comprehensive, needs-based investment solutions.
•Demonstrated ability to sell products and services to investment clients with strong sales results.
•FINRA Security Industry Essentials (SIE) upon hire (required).
•FINRA License S7 upon hire and FINRA License S66 or S63 and 65 upon hire, plus resident state insurance licenses (required).

Education:High School

Skills:Sales focusClient centricityCollaborationEthical conduct

Licenses:Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)

Certifications:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License S65Certified Financial Planner (CFP)

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

Loading job details...

Preparing the role view and application actions.

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 relationships, executing a consistent sales process and financial plan for clients and prospects with investable assets.
•Lead financial wellness conversations and complete comprehensive financial plans to identify household and relationship growth opportunities, referring appropriately.
•Use consultative sales techniques and needs-based approaches to provide investment solutions and partner with banking center staff.
•Attain sales production and referral goals by managing a book of business, lead lists, and closing on referrals received.
•Coordinate investment product delivery within assigned branch(es) and actively participate in the branch team by coaching and mentoring branch personnel.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience (required).
•Ability to use a consultative sales process and assessment tools to provide comprehensive, needs-based investment solutions.
•Demonstrated ability to sell products and services to investment clients with strong sales results.
•FINRA Security Industry Essentials (SIE) upon hire (required).
•FINRA License S7 upon hire and FINRA License S66 or S63 and 65 upon hire, plus resident state insurance licenses (required).

Education:High School

Skills:Sales focusClient centricityCollaborationEthical conduct

Licenses:Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)

Certifications:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License S65Certified Financial Planner (CFP)

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