KeyCorp

2 days 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

Serve as the primary investment services advisor for KeyBank’s Mass Affluent clients, growing new relationships and expanding existing ones through a consistent sales process and needs-based financial planning. Lead holistic Financial Wellness conversations, deliver comprehensive investment solutions, and partner with retail branch managers, branch teams, and Centers of Influence. Coordinate investment product delivery, coach and mentor branch personnel, and meet sales production and referral goals.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing relationships for clients with investable assets over $50,000, targeting prospects with $250,000 to $2 Million.
•Lead holistic Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking opportunities and refer accordingly.
•Use a consultative sales process and assessment tools to provide needs-based financial solutions and coordinate with banking center staff.
•Meet sales production and referral goals through your book of business, lead lists, and closing on received referrals.
•Coordinate investment product delivery in assigned branches, including coaching and mentoring branch personnel and developing a Center of Influence strategy.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience (required).
•Bachelor’s Degree (preferred).
•FINRA Security Industry Essentials (SIE) upon hire (required).
•FINRA License S7 upon hire (required) and FINRA License S66 or S63 and 65 upon hire (required).
•Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required); CFP is preferred.

Experience:Financial servicesBankingInvestments

Education:High School

Skills:Client-centric focusConsultative approachSales abilityCollaborationEthicsConflict-of-interest awareness

Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License S65Resident State Insurance Licenses

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

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: 3.6

Website LinkedIn

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KeyCorp

2 days 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 existing relationships for clients with investable assets over $50,000, targeting prospects with $250,000 to $2 Million.
•Lead holistic Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking opportunities and refer accordingly.
•Use a consultative sales process and assessment tools to provide needs-based financial solutions and coordinate with banking center staff.
•Meet sales production and referral goals through your book of business, lead lists, and closing on received referrals.
•Coordinate investment product delivery in assigned branches, including coaching and mentoring branch personnel and developing a Center of Influence strategy.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience (required).
•Bachelor’s Degree (preferred).
•FINRA Security Industry Essentials (SIE) upon hire (required).
•FINRA License S7 upon hire (required) and FINRA License S66 or S63 and 65 upon hire (required).
•Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required); CFP is preferred.

Experience:Financial servicesBankingInvestments

Education:High School

Skills:Client-centric focusConsultative approachSales abilityCollaborationEthicsConflict-of-interest awareness

Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License S65Resident State Insurance Licenses

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

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: 3.6

Website LinkedIn