Private Client Advisor

KeyCorp
Ann Arbor
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Client centric focus","Collaboration","Ethical conduct","Consultative selling"]

Serve as the primary advisor for KeyBank’s Mass Affluent clients, delivering investment solutions to new and existing clients while expanding relationship opportunities. Lead consultative financial wellness conversations and complete comprehensive financial plans, targeting clients with investable assets between $250,000 and $2M. Drive sales production and referrals through a consistent sales process, partnership with retail branch teams, and coordination of investment product delivery within assigned branches.

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KeyCorp
KeyCorp
1 week ago

Private Client Advisor

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Last checked: 4 hours agoStatus: Live

Job Summary

Serve as the primary advisor for KeyBank’s Mass Affluent clients, delivering investment solutions to new and existing clients while expanding relationship opportunities. Lead consultative financial wellness conversations and complete comprehensive financial plans, targeting clients with investable assets between $250,000 and $2M. Drive sales production and referrals through a consistent sales process, partnership with retail branch teams, and coordination of investment product delivery within assigned branches.
Location: Ann Arbor
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Grow new clients and expand existing relationships by executing a consistent sales process and financial plan for clients and prospects.
  • •Host financial wellness conversations and complete comprehensive financial plans to identify investment and banking relationship growth opportunities.
  • •Use a consultative sales process and assessment tools to provide needs-based investment solutions and coordinate with banking center staff.
  • •Attain sales production and referral goals by working a book of business, lead lists, and closing on received referrals.
  • •Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel and developing Center of Influence strategy.
Travel: Low travel

Key Requirements

  • •High School Diploma or equivalent experience (required).
  • •Obtain/hold FINRA Security Industry Essentials (SIE) upon hire (required).
  • •Hold FINRA License S7 upon hire (required).
  • •Hold FINRA License S66 or S63 and 65 upon hire (required).
  • •Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required).
Experience:BankingInvestment servicesFinancial planning
Education:Bachelor's
Skills:Client centric focusCollaborationEthical conductConsultative selling
Licenses:FINRA License S7FINRA License S66FINRA License S63FINRA License 65Resident 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)

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
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Glassdoor: 3.6
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