KeyCorp

2 weeks 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

Provide investment services to KeyBank Mass Affluent clients by delivering needs-based investment solutions for new and existing clients and identifying full relationship opportunities. Lead holistic Financial Wellness conversations, complete comprehensive financial plans, and set consistent sales processes targeting clients and prospects with investable assets. Partner with Retail Branch Managers and Centers of Influence, meet production and referral goals, and support cross-selling of Key Investment Services solutions.

Location: Pennsylvania

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing relationships for clients with investable assets, executing a consistent sales process and financial plan.
•Host holistic Financial Wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities and refer accordingly.
•Use a consultative sales process and assessment tools to deliver needs-based financial solutions, partnering with banking center staff.
•Attain sales production and referral goals by managing a book of business, working lead lists, and closing on received referrals.
•Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel and leading Center of Influence strategy.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience (required).
•FINRA Security Industry Essentials (SIE) upon hire (required), plus FINRA License S7 upon hire (required) and either S66 or S63 and 65 upon hire (required).
•Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required).
•Demonstrated ability to sell investment products and services with evidence of strong sales results.
•Ability to host Financial Wellness conversations and create comprehensive, needs-based financial plans for clients.

Education:High School

Skills:SalesClient-centricConsultative approachCollaborationFinancial planning

Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Resident State Insurance Licenses (Life, Variable, and Accident/Health)Resident State Insurance Licenses (Life & Disability)

Certifications:Certified Financial Planner (CFP)

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 weeks 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: Pennsylvania

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing relationships for clients with investable assets, executing a consistent sales process and financial plan.
•Host holistic Financial Wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities and refer accordingly.
•Use a consultative sales process and assessment tools to deliver needs-based financial solutions, partnering with banking center staff.
•Attain sales production and referral goals by managing a book of business, working lead lists, and closing on received referrals.
•Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel and leading Center of Influence strategy.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience (required).
•FINRA Security Industry Essentials (SIE) upon hire (required), plus FINRA License S7 upon hire (required) and either S66 or S63 and 65 upon hire (required).
•Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required).
•Demonstrated ability to sell investment products and services with evidence of strong sales results.
•Ability to host Financial Wellness conversations and create comprehensive, needs-based financial plans for clients.

Education:High School

Skills:SalesClient-centricConsultative approachCollaborationFinancial planning

Certifications:Certified Financial Planner (CFP)

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