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 KeyBank’s Mass Affluent clients as the primary investment-services advisor, using financial wellness to drive holistic conversations, comprehensive financial plans, and discovery of household growth opportunities. Execute a consultative sales process for new and existing clients (including $250k–$2M investable assets), meet production and referral goals, and partner closely with branch leaders and Centers of Influence. Coordinate investment product delivery and mentor branch personnel to support best-interest outcomes.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand relationships, executing a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 and $2 Million.
•Lead holistic Financial Wellness conversations, complete comprehensive financial plans, and uncover household growth opportunities across investments and banking.
•Use consultative sales processes and assessment tools to provide needs-based investment solutions and partner with banking center staff.
•Meet sales production and referral goals by managing a book of business, using lead lists, and closing received referrals.
•Coordinate investment product delivery across assigned branches, including in-person coaching and mentoring, client management, and building a Center of Influence strategy.

Travel: Low travel

Key Requirements

•High school diploma or equivalent experience is required; a bachelor’s degree is preferred.
•Obtain and maintain FINRA licenses including SIE and S7, and FINRA License S66 or S63 and 65 upon hire.
•Obtain resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) upon hire.
•Demonstrated ability to sell products and services to investment clients with strong sales results.
•Ability to use standard office equipment and proprietary financial services systems while delivering client-focused planning.

Education:High School

Skills:Client-focusedCollaboration

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

Certifications:Certified 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

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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 relationships, executing a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 and $2 Million.
•Lead holistic Financial Wellness conversations, complete comprehensive financial plans, and uncover household growth opportunities across investments and banking.
•Use consultative sales processes and assessment tools to provide needs-based investment solutions and partner with banking center staff.
•Meet sales production and referral goals by managing a book of business, using lead lists, and closing received referrals.
•Coordinate investment product delivery across assigned branches, including in-person coaching and mentoring, client management, and building a Center of Influence strategy.

Travel: Low travel

Key Requirements

•High school diploma or equivalent experience is required; a bachelor’s degree is preferred.
•Obtain and maintain FINRA licenses including SIE and S7, and FINRA License S66 or S63 and 65 upon hire.
•Obtain resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) upon hire.
•Demonstrated ability to sell products and services to investment clients with strong sales results.
•Ability to use standard office equipment and proprietary financial services systems while delivering client-focused planning.

Education:High School

Skills:Client-focusedCollaboration

Certifications:Certified 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