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 provider for KeyBank’s Mass Affluent clients, growing new relationships and expanding existing ones with consultative, needs-based planning. Lead holistic Financial Wellness conversations, deliver comprehensive financial plans, and achieve sales production and referral goals. Partner closely with Retail Branch Managers, branch teams, and Centers of Influence to support cross-selling and coordinate investment product delivery, including coaching and mentoring branch personnel.

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, targeting prospects within specified asset ranges.
•Host holistic Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking-related growth opportunities and refer accordingly.
•Provide needs-based financial solutions using a consultative sales process and investment solutions, partnering with banking center staff.
•Achieve sales production and referral goals by working a book of business and closing on received referrals.
•Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel and developing Centers of Influence partnerships.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience (required) or a Bachelor’s Degree (preferred).
•Obtain required FINRA and insurance licenses upon hire (or within the timeframe in the offer letter).
•Use consultative sales processes and assessment tools to provide needs-based investment and financial solutions.
•Complete comprehensive financial plans through holistic Financial Wellness conversations to identify household and relationship growth opportunities.
•Collaborate with branch personnel and partners to execute consistent sales processes and achieve production and referral goals.

Skills:Client-centric focusCollaborationEthical conductConsultative sellingFinancial planning

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)

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 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 for clients with investable assets, targeting prospects within specified asset ranges.
•Host holistic Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking-related growth opportunities and refer accordingly.
•Provide needs-based financial solutions using a consultative sales process and investment solutions, partnering with banking center staff.
•Achieve sales production and referral goals by working a book of business and closing on received referrals.
•Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel and developing Centers of Influence partnerships.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience (required) or a Bachelor’s Degree (preferred).
•Obtain required FINRA and insurance licenses upon hire (or within the timeframe in the offer letter).
•Use consultative sales processes and assessment tools to provide needs-based investment and financial solutions.
•Complete comprehensive financial plans through holistic Financial Wellness conversations to identify household and relationship growth opportunities.
•Collaborate with branch personnel and partners to execute consistent sales processes and achieve production and referral goals.

Skills:Client-centric focusCollaborationEthical conductConsultative sellingFinancial planning

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