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 KeyBank’s Mass Affluent clients as the primary investment services provider by delivering holistic Financial Wellness conversations and comprehensive, needs-based financial plans. Grow new clients and expand existing relationships with clients holding investable assets, using a consultative sales process and assessment tools. Partner with Retail Branch Managers and Centers of Influence, coordinate investment product delivery in assigned branches, and meet sales production and referral goals.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing client relationships with investable assets by executing a consistent sales process and financial plan.
•Host Financial Wellness conversations, complete comprehensive financial plans, and identify investment and banking relationship opportunities.
•Use a consultative sales process and assessment tools to provide needs-based investment solutions while partnering with banking center staff.
•Achieve sales production and referral goals by managing a book of business, working lead lists, and closing received referrals.
•Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel and developing a Center of Influence strategy.

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 for life and variable/accident & health or life & disability (required).

Education:High School

Skills:Client centric focusCollaborationEthical conductCommunication

Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)

Certifications:Certified 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: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing client relationships with investable assets by executing a consistent sales process and financial plan.
•Host Financial Wellness conversations, complete comprehensive financial plans, and identify investment and banking relationship opportunities.
•Use a consultative sales process and assessment tools to provide needs-based investment solutions while partnering with banking center staff.
•Achieve sales production and referral goals by managing a book of business, working lead lists, and closing received referrals.
•Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel and developing a Center of Influence strategy.

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 for life and variable/accident & health or life & disability (required).

Education:High School

Skills:Client centric focusCollaborationEthical conductCommunication

Certifications:Certified 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