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: 21 hours agoStatus: Live

Job Summary

Provide investment services to KeyBank’s Mass Affluent clients by running a consultative, needs-based sales process. Grow new clients and expand relationships for clients with investable assets, using financial wellness conversations and comprehensive financial plans. Partner closely with retail branch managers, branch personnel, and centers of influence to identify referral opportunities, meet sales production and referral goals, and coordinate investment product delivery within assigned branches.

Location: Burlington

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing client relationships for clients with investable assets above $50,000.
•Host financial wellness conversations and complete comprehensive financial plans to identify investment and banking opportunities.
•Use consultative sales processes and assessment tools to deliver needs-based financial solutions.
•Meet sales production and referral goals by managing a book of business, lead lists, and closing referred opportunities.
•Partner with branch personnel and centers of influence to coordinate investment product delivery and mentoring to maximize best-interest-based sales production.

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.
•Resident state insurance licenses (Life, Variable, Accident/Health or Life/Disability) required.
•Certified Financial Planner (CFP) is preferred.
•Ability to sell investment products and services with evidence of strong sales results.

Experience:Financial servicesWealth managementBankingInvestmentsMass Affluent

Education:High School

Skills:Client-centric focusConsultative salesCollaborationEthical conductAbility to use financial services systems

Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Resident state insurance licenses (Life, Variable, Accident/Health or 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

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: 21 hours agoStatus: Live

Job Summary

Location: Burlington

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing client relationships for clients with investable assets above $50,000.
•Host financial wellness conversations and complete comprehensive financial plans to identify investment and banking opportunities.
•Use consultative sales processes and assessment tools to deliver needs-based financial solutions.
•Meet sales production and referral goals by managing a book of business, lead lists, and closing referred opportunities.
•Partner with branch personnel and centers of influence to coordinate investment product delivery and mentoring to maximize best-interest-based sales production.

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.
•Resident state insurance licenses (Life, Variable, Accident/Health or Life/Disability) required.
•Certified Financial Planner (CFP) is preferred.
•Ability to sell investment products and services with evidence of strong sales results.

Experience:Financial servicesWealth managementBankingInvestmentsMass Affluent

Education:High School

Skills:Client-centric focusConsultative salesCollaborationEthical conductAbility to use financial services systems

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