Private Client Advisor

KeyCorp
United States
Workplace: OnsiteFull timeUSD 62,400+ annuallyFunction: SalesEducation: high_schoolSkills: ["Client-focused","Consultative selling","Collaboration","Relationship building","Ethics and compliance"]

Serve as the primary investment services advisor for KeyBank’s Mass Affluent clients, growing new relationships and expanding existing ones with investable assets. Lead consultative financial wellness conversations, deliver comprehensive needs-based financial plans, and execute a consistent sales process. Partner closely with Retail Branch Managers and Centers of Influence to drive investment solutions, cross-sell Key Investment Services, and meet production and referral goals, including coaching branch personnel to maximize outcomes.

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KeyCorp
KeyCorp
1 day ago

Private Client Advisor

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Last checked: 14 hours agoStatus: Live

Job Summary

Serve as the primary investment services advisor for KeyBank’s Mass Affluent clients, growing new relationships and expanding existing ones with investable assets. Lead consultative financial wellness conversations, deliver comprehensive needs-based financial plans, and execute a consistent sales process. Partner closely with Retail Branch Managers and Centers of Influence to drive investment solutions, cross-sell Key Investment Services, and meet production and referral goals, including coaching branch personnel to maximize outcomes.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Grow new and expand existing client relationships with investable assets, executing a consistent sales process and financial plan.
  • •Host Financial Wellness conversations and complete comprehensive financial plans to identify household growth opportunities and referrals.
  • •Provide needs-based investment solutions using a consultative sales approach and assessment tools, partnering with banking center staff.
  • •Attain 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 leveraging Centers of Influence partnerships.
Travel: Low travel

Pay and Benefits

Salary: USD 62,400 annually

Key Requirements

  • •High school diploma (or equivalent experience)
  • •Obtain required FINRA licenses upon hire: FINRA SIE, S7, and FINRA S66 or S63 and 65
  • •Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) required
  • •Certified Financial Planner (CFP) preferred
  • •Ability to sell investment products/services and deliver strong client outcomes in a collaborative team environment
Experience:Financial services
Education:High School
Skills:Client-focusedConsultative sellingCollaborationRelationship buildingEthics and compliance
Licenses:Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)FINRA License S66 or S63 and 65
Certifications:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Certified Financial Planner (CFP)
Tech Stack:Proprietary financial services systemsStandard office equipmentPC/laptop

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