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

Advise KeyBank’s Mass Affluent clients by delivering investment solutions, initiating new client growth, and expanding relationships for households with investable assets. Lead holistic Financial Wellness conversations and complete comprehensive financial plans, using consultative sales and assessment tools to identify cross-selling opportunities across investments and banking. Partner closely with Retail Branch Managers, branch teams, and Centers of Influence, coordinate investment product delivery, and help mentor branch personnel to maximize best-interest outcomes.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing relationships for clients with investable assets, executing a consistent sales process and financial planning approach.
•Lead holistic Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking opportunities and refer accordingly.
•Provide needs-based financial solutions using a consultative sales process and assessment tools, partnering with banking center staff.
•Meet sales production and referral goals by managing a book of business, working lead lists, and closing referrals.
•Coordinate investment product delivery in assigned branches, including coaching and mentoring branch personnel and maintaining client-focused service delivery.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience.
•Obtain FINRA Security Industry Essentials (SIE) upon hire.
•Obtain FINRA License S7 upon hire.
•Obtain FINRA License S66 or S63 and 65 upon hire.
•Hold resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) upon hire.

Education:High School

Skills:Client-centric focusCollaborative teamworkConsultative salesEthical decision-makingUse of assessment tools

Licenses:Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)

Certifications:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License S65Certified 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 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 existing relationships for clients with investable assets, executing a consistent sales process and financial planning approach.
•Lead holistic Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking opportunities and refer accordingly.
•Provide needs-based financial solutions using a consultative sales process and assessment tools, partnering with banking center staff.
•Meet sales production and referral goals by managing a book of business, working lead lists, and closing referrals.
•Coordinate investment product delivery in assigned branches, including coaching and mentoring branch personnel and maintaining client-focused service delivery.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience.
•Obtain FINRA Security Industry Essentials (SIE) upon hire.
•Obtain FINRA License S7 upon hire.
•Obtain FINRA License S66 or S63 and 65 upon hire.
•Hold resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) upon hire.

Education:High School

Skills:Client-centric focusCollaborative teamworkConsultative salesEthical decision-makingUse of assessment tools

Licenses:Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)

Certifications:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License S65Certified 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