Private Client Advisor

KeyCorp
Indiana
Workplace: HybridFull timeFunction: SalesEducation: high_schoolSkills: ["Client-centric focus","Consultative approach","Sales results orientation","Collaborative teamwork","Ethical conduct"]

Serve KeyBank’s Mass Affluent clients as a primary investment services provider by delivering needs-based investment solutions to new and existing clients. Grow relationships with clients holding investable assets through a consistent sales process and holistic financial wellness conversations. Partner with Retail Branch Managers, branch teams, and Centers of Influence to drive sales production, referrals, and cross-selling opportunities across consumer banking offerings.

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FursaFursa
KeyCorp
KeyCorp
1 month ago

Private Client Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Serve KeyBank’s Mass Affluent clients as a primary investment services provider by delivering needs-based investment solutions to new and existing clients. Grow relationships with clients holding investable assets through a consistent sales process and holistic financial wellness conversations. Partner with Retail Branch Managers, branch teams, and Centers of Influence to drive sales production, referrals, and cross-selling opportunities across consumer banking offerings.
Location: Indiana
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Grow new clients and expand existing relationships, targeting clients with investable assets over $50,000.
  • •Conduct holistic financial wellness conversations and complete comprehensive financial plans to identify investment and banking opportunities.
  • •Use a consultative sales process and assessment tools to deliver needs-based financial solutions and support cross-selling.
  • •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 branch(es), including coaching/mentoring branch personnel and supporting service delivery.
Travel: Low travel

Key Requirements

  • •Obtain FINRA Security Industry Essentials (SIE) upon hire.
  • •Obtain FINRA License S7 upon hire.
  • •Obtain FINRA License S66 or S63 and 65 upon hire.
  • •Hold resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) upon hire.
  • •High school diploma or equivalent experience is required; bachelor’s degree is preferred.
Education:High School
Skills:Client-centric focusConsultative approachSales results orientationCollaborative teamworkEthical conduct
Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License S65Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)
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
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn