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 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: United States

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: 3.6

Website LinkedIn

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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, 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

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: 3.6

Website LinkedIn