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

Serve as the primary investment services provider for KeyBank’s Mass Affluent clients, using financial wellness to drive holistic needs assessments and identify relationship growth opportunities. Grow new clients and expand existing relationships by delivering consultative, needs-based investment solutions while partnering with retail branch managers, branch teams, and centers of influence. Coordinate investment product delivery, coach branch personnel, and meet sales production and referral goals.

Location: Pittsburgh

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing relationships for clients with investable assets to execute a consistent sales process and financial plan.
•Lead financial wellness conversations, build comprehensive financial plans, and uncover investment and banking-related household growth opportunities.
•Use consultative sales and assessment tools to provide needs-based investment solutions while partnering with banking center staff.
•Meet sales production and referral goals by working a book of business, using lead lists, and closing received referrals.
•Coordinate investment product delivery across assigned branch(es), including coaching/mentoring branch personnel and developing center-of-influence strategies.

Travel: Low travel

Key Requirements

•High school diploma or equivalent experience is required; a bachelor’s degree is preferred.
•Obtain FINRA Security Industry Essentials (SIE) and FINRA S7 upon hire.
•Obtain FINRA S66 or S63 and 65 upon hire.
•Maintain resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability).
•Demonstrate ability to sell investment products and services with strong sales results while maintaining a client-centric focus.

Education:High School

Skills:Client-centric focusCollaborative teamworkConsultative salesProfessional ethicsRelationship 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 65Certified 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: 20 hours agoStatus: Live

Job Summary

Location: Pittsburgh

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing relationships for clients with investable assets to execute a consistent sales process and financial plan.
•Lead financial wellness conversations, build comprehensive financial plans, and uncover investment and banking-related household growth opportunities.
•Use consultative sales and assessment tools to provide needs-based investment solutions while partnering with banking center staff.
•Meet sales production and referral goals by working a book of business, using lead lists, and closing received referrals.
•Coordinate investment product delivery across assigned branch(es), including coaching/mentoring branch personnel and developing center-of-influence strategies.

Travel: Low travel

Key Requirements

•High school diploma or equivalent experience is required; a bachelor’s degree is preferred.
•Obtain FINRA Security Industry Essentials (SIE) and FINRA S7 upon hire.
•Obtain FINRA S66 or S63 and 65 upon hire.
•Maintain resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability).
•Demonstrate ability to sell investment products and services with strong sales results while maintaining a client-centric focus.

Education:High School

Skills:Client-centric focusCollaborative teamworkConsultative salesProfessional ethicsRelationship 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 65Certified 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