Private Client Advisor

KeyCorp
Seattle
Full timeFunction: SalesEducation: high_schoolSkills: ["Client centric focus","Consultative sales","Collaboration","Ethical conduct"]

Provide investment services to KeyBank’s Mass Affluent clients by selling investment solutions to new and existing clients and identifying broader relationship opportunities. Lead consultative Financial Wellness conversations, build comprehensive financial plans, and use sales processes and assessment tools to meet production and referral goals. Partner closely with Retail Branch Managers and branch teams to deliver investment products, coach/mentor branch personnel, and strengthen a Center of Influence strategy through Consumer Bank relationships.

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FursaFursa
KeyCorp
KeyCorp
1 day ago

Private Client Advisor

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Provide investment services to KeyBank’s Mass Affluent clients by selling investment solutions to new and existing clients and identifying broader relationship opportunities. Lead consultative Financial Wellness conversations, build comprehensive financial plans, and use sales processes and assessment tools to meet production and referral goals. Partner closely with Retail Branch Managers and branch teams to deliver investment products, coach/mentor branch personnel, and strengthen a Center of Influence strategy through Consumer Bank relationships.
Location: Seattle
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Grow new client relationships and expand existing relationships for clients with $50,000+ in investable assets using a consistent sales process and financial plan.
  • •Conduct Financial Wellness conversations and create comprehensive financial plans to uncover investment and banking-related household growth opportunities.
  • •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, using lead lists, and closing on received referrals.
  • •Coordinate investment product delivery within assigned branches, including coaching/mentoring branch personnel and managing client service delivery and resources.
Travel: Low travel

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).
Experience:BankingFinancial servicesInvestment servicesMass affluent
Education:High School
Skills:Client centric focusConsultative salesCollaborationEthical conduct
Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)
Certifications:Certified Financial Planner (CFP)
Tech Stack:Proprietary financial services systems

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