Assoc. Private Client Advisor

KeyCorp
Pennsylvania
Workplace: OnsiteFull timeUSD 62,400+ annuallyFunction: SalesEducation: high_schoolSkills: ["Client centric focus","Collaboration","Consultative sales","Due diligence","Communication"]

Partner with Private Client Advisors to coordinate and deliver investment products for Mass Affluent clients across assigned branch(es). Lead with planning and financial wellness concepts while working in a branch environment to support in-person client services, referrals, and needs-based financial solutions. Assist in engaging branch personnel to identify referral opportunities, cross-sell Key Investment Services and core bank products, and help drive sales production and year-over-year revenue growth.

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FursaFursa
KeyCorp
KeyCorp
1 day ago

Assoc. Private Client Advisor

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Last checked: 30 minutes agoStatus: Live

Job Summary

Partner with Private Client Advisors to coordinate and deliver investment products for Mass Affluent clients across assigned branch(es). Lead with planning and financial wellness concepts while working in a branch environment to support in-person client services, referrals, and needs-based financial solutions. Assist in engaging branch personnel to identify referral opportunities, cross-sell Key Investment Services and core bank products, and help drive sales production and year-over-year revenue growth.
Location: Pennsylvania
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Coordinate and deliver investment product delivery for Mass Affluent clients within assigned branch(es), including client management and service delivery.
  • •Assist in engaging licensed and non-licensed branch personnel to identify investment referral opportunities from new and existing bank clients.
  • •Develop a complete understanding of Key Investment Services solutions to support cross-selling and generate referrals back to Consumer Banking.
  • •Use a consultative sales process and assessment tools to provide comprehensive, needs-based financial solutions and partner with banking center staff.
  • •Help attain sales production and referral goals by working the book of business, managing lead lists, and closing on referrals with the Private Client Advisor.

Pay and Benefits

Salary: USD 62,400 annually

Key Requirements

  • •High School Diploma or equivalent experience (required).
  • •FINRA Security Industry Essentials (SIE) upon hire (required).
  • •FINRA License S7 upon hire (required).
  • •FINRA License S66 or S63 and S65 upon hire (required).
  • •Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) upon hire (required).
Experience:Financial services
Education:High School
Skills:Client centric focusCollaborationConsultative salesDue diligenceCommunication
Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License S65Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)
Certifications:Certified Financial Planner (CFP)
Tech Stack:Standard office equipmentProprietary 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
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Glassdoor: 3.6
WebsiteLinkedIn