Private Client Advisor

KeyCorp
United States
Workplace: OnsiteFull timeFunction: SalesSkills: ["Client-focused","Consultative selling","Relationship building","Collaboration","Needs-based planning"]

Lead investment advisory for KeyBank’s Mass Affluent clients in Hilliard, growing new relationships and expanding existing ones with investable assets over $50,000. Conduct Financial Wellness conversations to uncover comprehensive banking and investment opportunities, deliver needs-based solutions, and meet sales production/referral goals. Partner closely with branch managers and centers of influence to coordinate investment delivery and generate qualified referrals across Consumer Banking lines of business.

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KeyCorp
KeyCorp
1 day ago

Private Client Advisor

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Last checked: 53 minutes agoStatus: Live

Job Summary

Lead investment advisory for KeyBank’s Mass Affluent clients in Hilliard, growing new relationships and expanding existing ones with investable assets over $50,000. Conduct Financial Wellness conversations to uncover comprehensive banking and investment opportunities, deliver needs-based solutions, and meet sales production/referral goals. Partner closely with branch managers and centers of influence to coordinate investment delivery and generate qualified referrals across Consumer Banking lines of business.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Grow new clients and expand existing relationships for clients with $50,000+ in investable assets using a consistent sales process and financial plan for prospects with $250,000 to $2M in investable assets.
  • •Host Financial Wellness conversations and complete comprehensive financial plans to identify full household/relationship growth opportunities, referring as appropriate.
  • •Use consultative sales and assessment tools to deliver needs-based financial solutions and partner with banking center staff.
  • •Meet sales production and referral goals by managing a book of business, lead lists, and closing referrals.
  • •Coordinate investment product delivery within assigned branch(es), including coaching/mentoring branch personnel and developing a Center of Influence strategy.
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 (required) (Life, Variable, and Accident/Health or Life & Disability).
Skills:Client-focusedConsultative sellingRelationship buildingCollaborationNeeds-based planning
Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Resident state insurance licenses (Life, Variable, Accident/Health or Life & Disability)FINRA License S66 or S63 and 65
Certifications:CFP
Tech Stack:Proprietary financial services systemsOffice equipment

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