Private Client Advisor

KeyCorp
Indiana
Workplace: HybridFull timeFunction: SalesEducation: high_schoolSkills: ["Client-centric focus","Consultative approach","Sales ability","Collaboration","Ethics","Conflict-of-interest awareness"]

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.

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FursaFursa
KeyCorp
KeyCorp
1 month ago

Private Client Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

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: Indiana
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
Glassdoor: 3.6
WebsiteLinkedIn