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: 21 hours agoStatus: Live

Job Summary

Provide investment services to KeyBank’s Mass Affluent clients by driving new client growth and expanding existing relationships. Lead holistic Financial Wellness conversations, build comprehensive needs-based financial plans, and execute a consultative sales process using appropriate assessment tools. Partner with Retail Branch Managers and Centers of Influence to develop referral opportunities, meet sales production goals, and coordinate end-to-end investment product delivery within assigned branches.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand relationships for clients with investable assets, executing a consistent sales process and financial plan.
•Host Financial Wellness conversations, complete comprehensive financial plans, and uncover household and relationship opportunities across investments and banking.
•Use a consultative sales process and assessment tools to provide needs-based financial solutions and coordinate with banking center staff.
•Attain sales production and referral goals by working a book of business, using lead lists, and closing on received referrals.
•Coordinate investment product delivery within assigned branches and coach/mentor branch personnel; develop Center of Influence strategies.

Travel: Low travel

Pay and Benefits

Perks:Commission

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 teamworkConsultative sellingEthical conduct

Licenses:FINRA License S7FINRA License S66FINRA License S63FINRA License 65FINRA Security Industry Essentials (SIE)Resident 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: 21 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand relationships for clients with investable assets, executing a consistent sales process and financial plan.
•Host Financial Wellness conversations, complete comprehensive financial plans, and uncover household and relationship opportunities across investments and banking.
•Use a consultative sales process and assessment tools to provide needs-based financial solutions and coordinate with banking center staff.
•Attain sales production and referral goals by working a book of business, using lead lists, and closing on received referrals.
•Coordinate investment product delivery within assigned branches and coach/mentor branch personnel; develop Center of Influence strategies.

Travel: Low travel

Pay and Benefits

Perks:Commission

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 teamworkConsultative sellingEthical 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