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: 20 hours agoStatus: Live

Job Summary

Own investment client relationships for KeyBank’s Mass Affluent customers by delivering needs-based investment solutions and financial wellness conversations. Grow new clients and expand existing relationships, meeting sales production and referral goals using consultative sales processes and assessment tools. Partner with Retail Branch Managers and Centers of Influence, coach branch personnel on investment product delivery, and support cross-selling of Key Investment Services and consumer banking products.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand relationships for customers with investable assets over $50,000, executing consistent sales processes and financial plans for $250,000 to $2M assets.
•Lead holistic financial wellness conversations and complete comprehensive financial plans to uncover investment and banking opportunities, referring accordingly.
•Use consultative sales processes and assessment tools to deliver needs-based financial solutions and coordinate with banking center staff.
•Meet sales production and referral goals by managing a book of business, using lead lists, and closing referrals received.
•Coordinate investment product delivery within assigned branches, including in-person coaching and mentoring of branch personnel, client management, and service delivery.

Travel: Low travel

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 65 upon hire (required).
•Resident state insurance licenses (Life, Variable, Accident/Health or Life & Disability) (required).

Education:High School

Skills:Client-centric focusConsultative sellingCollaborationEthical conduct

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

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: 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 customers with investable assets over $50,000, executing consistent sales processes and financial plans for $250,000 to $2M assets.
•Lead holistic financial wellness conversations and complete comprehensive financial plans to uncover investment and banking opportunities, referring accordingly.
•Use consultative sales processes and assessment tools to deliver needs-based financial solutions and coordinate with banking center staff.
•Meet sales production and referral goals by managing a book of business, using lead lists, and closing referrals received.
•Coordinate investment product delivery within assigned branches, including in-person coaching and mentoring of branch personnel, client management, and service delivery.

Travel: Low travel

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 65 upon hire (required).
•Resident state insurance licenses (Life, Variable, Accident/Health or Life & Disability) (required).

Education:High School

Skills:Client-centric focusConsultative sellingCollaborationEthical conduct

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