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

Own relationships with KeyBank Mass Affluent clients by providing investment solutions, expanding accounts, and executing a consultative sales process. Lead Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking opportunities. Coordinate investment product delivery in assigned branches, coach branch personnel, and work with Retail Branch Managers and Centers of Influence to drive qualified referrals, sales production, and cross-selling.

Location: Cleveland

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new client relationships and expand existing relationships for clients with investable assets, targeting a consistent sales process and financial planning.
•Host Financial Wellness conversations, complete comprehensive financial plans, and refer clients appropriately for both investment and banking opportunities.
•Use a consultative sales process and assessment tools to deliver needs-based investment solutions in partnership with banking center staff.
•Achieve sales production and referral goals by managing a book of business, lead lists, and closing on received referrals.
•Coordinate investment product delivery within assigned branch(es), including coaching and mentoring branch personnel and developing Centers of Influence strategy.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience.
•Hold or obtain FINRA Security Industry Essentials (SIE), FINRA License S7, and FINRA License S66 or S63 and 65 upon hire.
•Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) required; obtain within the offer-letter timeframe if not held at hire.
•Demonstrated ability to sell products and services to investment clients with evidence of strong sales results.
•Strong client-centric focus with collaborative teamwork skills.

Education:High School

Skills:Client-centric focusCollaborationNeeds-based solutioningSales executionEthical conduct

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: Cleveland

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new client relationships and expand existing relationships for clients with investable assets, targeting a consistent sales process and financial planning.
•Host Financial Wellness conversations, complete comprehensive financial plans, and refer clients appropriately for both investment and banking opportunities.
•Use a consultative sales process and assessment tools to deliver needs-based investment solutions in partnership with banking center staff.
•Achieve sales production and referral goals by managing a book of business, lead lists, and closing on received referrals.
•Coordinate investment product delivery within assigned branch(es), including coaching and mentoring branch personnel and developing Centers of Influence strategy.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience.
•Hold or obtain FINRA Security Industry Essentials (SIE), FINRA License S7, and FINRA License S66 or S63 and 65 upon hire.
•Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) required; obtain within the offer-letter timeframe if not held at hire.
•Demonstrated ability to sell products and services to investment clients with evidence of strong sales results.
•Strong client-centric focus with collaborative teamwork skills.

Education:High School

Skills:Client-centric focusCollaborationNeeds-based solutioningSales executionEthical conduct

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