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 as the primary investment services provider for KeyBank’s Mass Affluent clients, growing new relationships and expanding existing ones with assets from $250,000 to $2 million. Lead holistic Financial Wellness conversations, build comprehensive needs-based financial plans, and use a consultative, assessment-driven sales process. Partner closely with Retail Branch Managers, branch teams, and Centers of Influence to meet production and referral goals and support cross-selling within Consumer Banking.

Location: Columbus

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing relationships for investors with $250,000 to $2 million in investable assets and $50,000+ in investable assets.
•Host Financial Wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities and refer accordingly.
•Deliver needs-based financial solutions using a consultative sales process and assessment tools, partnering with banking center staff.
•Meet sales production and referral goals through a book of business, lead lists, and closing on received referrals.
•Coordinate investment product delivery within assigned branches, including coaching/mentoring, client management, service delivery, and Center of Influence strategy.

Travel: Low travel

Pay and Benefits

Perks:Commission

Key Requirements

•High School Diploma or equivalent experience (required) and/or a Bachelor's Degree (preferred).
•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 focusConsultative salesCollaborationEthical conductNeeds-based planning

Licenses:Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)

Certifications:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License S65Certified Financial Planner (CFP)

Tech Stack:Proprietary financial services systemsPC/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: 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: Columbus

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing relationships for investors with $250,000 to $2 million in investable assets and $50,000+ in investable assets.
•Host Financial Wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities and refer accordingly.
•Deliver needs-based financial solutions using a consultative sales process and assessment tools, partnering with banking center staff.
•Meet sales production and referral goals through a book of business, lead lists, and closing on received referrals.
•Coordinate investment product delivery within assigned branches, including coaching/mentoring, client management, service delivery, and Center of Influence strategy.

Travel: Low travel

Pay and Benefits

Perks:Commission

Key Requirements

•High School Diploma or equivalent experience (required) and/or a Bachelor's Degree (preferred).
•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 focusConsultative salesCollaborationEthical conductNeeds-based planning

Licenses:Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)

Certifications:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License S65Certified Financial Planner (CFP)

Tech Stack:Proprietary financial services systemsPC/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: 3.6

Website LinkedIn