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, growing new relationships and expanding existing ones. Lead holistic Financial Wellness conversations and deliver needs-based investment solutions while identifying full household relationship opportunities, including referrals across banking lines. Partner with Retail Branch Managers and Centers of Influence to build a strong referral strategy, meet sales production goals, and coach branch personnel to maximize best-interest-based sales results.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand relationships for clients with investable assets more than $50,000, executing a consistent sales process and financial plan for prospects.
•Host Financial Wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities and refer accordingly.
•Use consultative sales processes and assessment tools to provide needs-based financial solutions and cross-sell investment solutions in partnership with banking center staff.
•Meet sales production and referral goals by managing a book of business, using lead lists, and closing received referrals.
•Coordinate investment product delivery in assigned branches, including coaching and mentoring branch personnel and building a Center of Influence strategy.

Travel: Low travel

Pay and Benefits

Salary: USD 62,400 annually

Key Requirements

•High School Diploma or equivalent experience (required); Bachelor’s Degree (preferred).
•FINRA Security Industry Essentials (SIE) upon hire (required) and FINRA License S7 upon hire (required).
•FINRA License S66 or S63 and 65 upon hire (required).
•Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required).
•Ability to use proprietary financial services systems and demonstrate strong sales results with a client-centric focus.

Education:High School

Skills:Client centric focusConsultative salesCollaborationEthical conductRelationship building

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 S65Certified Financial Planner (CFP)

Tech Stack:Proprietary financial services systemsPCLaptop

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: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand relationships for clients with investable assets more than $50,000, executing a consistent sales process and financial plan for prospects.
•Host Financial Wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities and refer accordingly.
•Use consultative sales processes and assessment tools to provide needs-based financial solutions and cross-sell investment solutions in partnership with banking center staff.
•Meet sales production and referral goals by managing a book of business, using lead lists, and closing received referrals.
•Coordinate investment product delivery in assigned branches, including coaching and mentoring branch personnel and building a Center of Influence strategy.

Travel: Low travel

Pay and Benefits

Salary: USD 62,400 annually

Key Requirements

•High School Diploma or equivalent experience (required); Bachelor’s Degree (preferred).
•FINRA Security Industry Essentials (SIE) upon hire (required) and FINRA License S7 upon hire (required).
•FINRA License S66 or S63 and 65 upon hire (required).
•Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required).
•Ability to use proprietary financial services systems and demonstrate strong sales results with a client-centric focus.

Education:High School

Skills:Client centric focusConsultative salesCollaborationEthical conductRelationship building

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 S65Certified Financial Planner (CFP)

Tech Stack:Proprietary financial services systemsPCLaptop

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