KeyCorp

1 month 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, using a consultative sales process to grow new relationships and expand existing ones. Lead holistic Financial Wellness conversations, create comprehensive, needs-based financial plans, and achieve sales production and referral goals. Partner closely with Retail Branch Managers and Centers of Influence, coordinate investment product delivery, and coach branch personnel to maximize best-interest sales outcomes.

Location: Manchester

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand relationships for clients with $50,000+ in investable assets, targeting prospects with $250,000 to $2 million.
•Host Financial Wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities and refer accordingly.
•Provide needs-based financial solutions using a consultative sales process and assessment tools, partnering with banking center staff.
•Attain sales production and referral goals by working a book of business, using lead lists, and closing referrals.
•Coordinate investment product delivery within assigned branches, including in-person coaching and mentoring of branch personnel and building a Center of Influence strategy.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience (required).
•Obtain required FINRA licenses upon hire: SIE, S7, and S66 or S63 and 65 (required).
•Hold resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required).
•Develop and complete comprehensive financial plans through a consultative, needs-based sales approach.
•Strong client-centric focus and the ability to collaborate with branch personnel and partners to support investment referrals.

Experience:BankingFinancial services

Education:High School

Skills:Client-centricConsultative salesCollaborationCommunicationEthical conduct

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

Certifications:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Certified Financial Planner (CFP)

Tech Stack:PC/laptopProprietary 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

1 month 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: Manchester

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand relationships for clients with $50,000+ in investable assets, targeting prospects with $250,000 to $2 million.
•Host Financial Wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities and refer accordingly.
•Provide needs-based financial solutions using a consultative sales process and assessment tools, partnering with banking center staff.
•Attain sales production and referral goals by working a book of business, using lead lists, and closing referrals.
•Coordinate investment product delivery within assigned branches, including in-person coaching and mentoring of branch personnel and building a Center of Influence strategy.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience (required).
•Obtain required FINRA licenses upon hire: SIE, S7, and S66 or S63 and 65 (required).
•Hold resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required).
•Develop and complete comprehensive financial plans through a consultative, needs-based sales approach.
•Strong client-centric focus and the ability to collaborate with branch personnel and partners to support investment referrals.

Experience:BankingFinancial services

Education:High School

Skills:Client-centricConsultative salesCollaborationCommunicationEthical conduct

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

Certifications:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Certified Financial Planner (CFP)

Tech Stack:PC/laptopProprietary 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