Private Client Advisor

KeyCorp
United States
Workplace: OnsiteFull timeUSD 62,400+ annuallyFunction: SalesEducation: high_schoolSkills: ["Client-centric focus","Collaborative team member","Consultative sales","Ability to use financial services systems","Strong sales results"]

Build and grow KeyBank’s Mass Affluent client relationships by leading a consultative investment sales process for clients with investable assets. Conduct holistic Financial Wellness conversations, complete comprehensive financial plans, and deliver needs-based investment solutions while cross-selling bank products. Partner closely with Retail Branch Managers and Centers of Influence, meet production and referral goals, and coordinate investment product delivery within assigned branches.

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FursaFursa
KeyCorp
KeyCorp
2 days ago

Private Client Advisor

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Last checked: 13 hours agoStatus: Live

Job Summary

Build and grow KeyBank’s Mass Affluent client relationships by leading a consultative investment sales process for clients with investable assets. Conduct holistic Financial Wellness conversations, complete comprehensive financial plans, and deliver needs-based investment solutions while cross-selling bank products. Partner closely with Retail Branch Managers and Centers of Influence, meet production and referral goals, and coordinate investment product delivery within assigned branches.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Grow new clients and expand existing relationships, targeting clients with investable assets over $50,000 and specifically $250,000 to $2 Million.
  • •Host Financial Wellness conversations and complete comprehensive financial plans to uncover household and relationship opportunities and referrals.
  • •Use a consultative sales process 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, lead lists, and closing on received referrals.
  • •Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel and managing client service delivery.
Travel: Low travel

Pay and Benefits

Salary: USD 62,400 annually

Key Requirements

  • •High school diploma or equivalent experience (required).
  • •FINRA Security Industry Essentials (SIE) upon hire (required).
  • •FINRA License S7 upon hire (required).
  • •FINRA License S66 or S63 and 65 upon hire (required).
  • •Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required).
Education:High School
Skills:Client-centric focusCollaborative team memberConsultative salesAbility to use financial services systemsStrong sales results
Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Resident State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability)FINRA License S66 or S63 and 65
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
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Glassdoor: 3.6
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