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 as the primary investment services advisor for KeyBank’s Mass Affluent clients, building new relationships and expanding existing ones through consultative financial wellness conversations. Develop comprehensive, needs-based financial plans and deliver investment solutions while coordinating with Retail Branch Managers and branch teams. Meet sales production and referral goals, support cross-selling by learning core bank products, and help drive investment product delivery and partner referrals across assigned branches.

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 $50,000+, targeting prospects with $250,000 to $2 Million.
•Host holistic Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking opportunities and refer accordingly.
•Use consultative sales processes and assessment tools to deliver comprehensive, needs-based investment solutions with support from banking center staff.
•Achieve sales production and referral goals by managing a book of business, working lead lists, and closing on received referrals.
•Coordinate investment product delivery in assigned branches, including coaching and mentoring branch personnel and developing a Center of Influence strategy.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience (required) or a Bachelor's Degree (preferred).
•Complete FINRA licensing requirements upon hire (SIE, S7, and S66 or S63 and 65).
•Obtain required resident state insurance licenses upon hire.
•Demonstrate strong sales ability and results when selling investment products and services.
•Provide needs-based, consultative financial planning and maintain strong client-centric relationships.

Education:High School

Skills:Client-centric focusConsultative sellingCollaborationEthical conductFinancial planning

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 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 $50,000+, targeting prospects with $250,000 to $2 Million.
•Host holistic Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking opportunities and refer accordingly.
•Use consultative sales processes and assessment tools to deliver comprehensive, needs-based investment solutions with support from banking center staff.
•Achieve sales production and referral goals by managing a book of business, working lead lists, and closing on received referrals.
•Coordinate investment product delivery in assigned branches, including coaching and mentoring branch personnel and developing a Center of Influence strategy.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience (required) or a Bachelor's Degree (preferred).
•Complete FINRA licensing requirements upon hire (SIE, S7, and S66 or S63 and 65).
•Obtain required resident state insurance licenses upon hire.
•Demonstrate strong sales ability and results when selling investment products and services.
•Provide needs-based, consultative financial planning and maintain strong client-centric relationships.

Education:High School

Skills:Client-centric focusConsultative sellingCollaborationEthical conductFinancial planning

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 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