KeyCorp

1 month 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 KeyBank’s Mass Affluent clients as the primary point of contact for investment services, building new relationships and expanding existing ones through a consistent sales process. Lead holistic Financial Wellness conversations and create comprehensive, needs-based financial plans that blend investment and banking opportunities. Partner closely with Retail Branch Managers and branch teams to meet production and referral goals, deliver investment product service, and strengthen Centers of Influence strategies.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing relationships for clients with investable assets over $50,000, targeting prospects with $250,000 to $2 Million through a consistent sales process.
•Conduct holistic Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking-related household opportunities, referring as appropriate.
•Use a consultative sales process and assessment tools to deliver needs-based investment solutions while partnering with banking center staff.
•Attain sales production and referral goals by working 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 Centers of Influence strategies.

Travel: Low travel

Pay and Benefits

Salary: USD 55,000 annually

Key Requirements

•High school diploma or equivalent experience (required).
•FINRA Security Industry Essentials (SIE) upon hire; FINRA License S7 upon hire; FINRA License S66 or S63 and 65 upon hire (required).
•Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required).
•Ability to use standard office equipment and proprietary financial services systems.
•Demonstrated consultative sales ability with strong client-centric focus and collaboration.

Education:High School

Skills:Client centric focusCollaborative workConsultative sellingStrong sales resultsEthical conduct

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

Certifications:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Certified 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

Loading job details...

Preparing the role view and application actions.

KeyCorp

1 month 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 for clients with investable assets over $50,000, targeting prospects with $250,000 to $2 Million through a consistent sales process.
•Conduct holistic Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking-related household opportunities, referring as appropriate.
•Use a consultative sales process and assessment tools to deliver needs-based investment solutions while partnering with banking center staff.
•Attain sales production and referral goals by working 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 Centers of Influence strategies.

Travel: Low travel

Pay and Benefits

Salary: USD 55,000 annually

Key Requirements

•High school diploma or equivalent experience (required).
•FINRA Security Industry Essentials (SIE) upon hire; FINRA License S7 upon hire; FINRA License S66 or S63 and 65 upon hire (required).
•Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required).
•Ability to use standard office equipment and proprietary financial services systems.
•Demonstrated consultative sales ability with strong client-centric focus and collaboration.

Education:High School

Skills:Client centric focusCollaborative workConsultative sellingStrong sales resultsEthical conduct

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

Certifications:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Certified 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