Private Client Advisor

KeyCorp
United States
Workplace: HybridFull timeUSD 62,400+ annuallyFunction: SalesEducation: high_schoolSkills: ["Client centric focus","Consultative sales","Collaboration"]

Serve as the primary investment services advisor for KeyBank Mass Affluent clients, delivering investment solutions to new and existing clients while identifying broader relationship opportunities. Drive consultative sales using holistic financial wellness conversations and comprehensive financial plans, targeting clients with investable assets between $250K and $2M. Partner closely with Retail Branch Managers and banking centers of influence, meet production/referral goals, and coordinate investment product delivery within assigned branches.

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FursaFursa
KeyCorp
KeyCorp
1 day ago

Private Client Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 31 minutes agoStatus: Live

Job Summary

Serve as the primary investment services advisor for KeyBank Mass Affluent clients, delivering investment solutions to new and existing clients while identifying broader relationship opportunities. Drive consultative sales using holistic financial wellness conversations and comprehensive financial plans, targeting clients with investable assets between $250K and $2M. Partner closely with Retail Branch Managers and banking centers of influence, meet production/referral goals, and coordinate investment product delivery within assigned branches.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Grow new clients and expand existing relationships for clients with $50,000+ in investable assets by executing a consistent sales process and financial plan.
  • •Host financial wellness conversations, complete comprehensive financial plans, and uncover investment and banking-related household growth opportunities while referring appropriately.
  • •Use consultative sales and assessment tools to provide needs-based investment solutions and coordinate with banking center staff for cross-selling.
  • •Meet sales production and referral goals by managing a book of business, using lead lists, and closing on received referrals.
  • •Coordinate investment product delivery within assigned branch(es), including coaching and mentoring branch personnel, client management, and service delivery.
Travel: Low travel

Pay and Benefits

Salary: USD 62,400 annually

Key Requirements

  • •High School Diploma (or equivalent experience).
  • •FINRA Security Industry Essentials (SIE) upon hire.
  • •FINRA License S7 upon hire.
  • •FINRA License S66 or S63 and 65 upon hire.
  • •Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) required.
Experience:Financial servicesWealth managementRetail banking
Education:High School
Skills:Client centric focusConsultative salesCollaboration
Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License S65Resident State Insurance Licenses
Certifications:Certified Financial Planner (CFP)
Tech Stack:Proprietary financial services systemsStandard office equipment

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
Glassdoor: 3.6
WebsiteLinkedIn