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

Build and grow relationships with KeyBank’s Mass Affluent clients by leading holistic Financial Wellness conversations and completing comprehensive financial plans. Use a consultative sales approach to deliver needs-based investment solutions for new and existing clients, while meeting sales and referral goals. Partner closely with Retail Branch Managers and Centers of Influence, coordinate investment product delivery, and coach branch personnel to maximize best-interest, production outcomes.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new client relationships and expand existing relationships for clients with investable assets more than $50,000, executing a consistent sales process and financial planning approach.
•Conduct Financial Wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities, including referrals for banking needs.
•Provide consultative, needs-based investment solutions using assessment tools and partner with banking center staff to deliver appropriate investment services.
•Meet sales production and referral goals by managing a book of business, lead lists, and closing received referrals.
•Coordinate investment product delivery within assigned branch(es), including in-person coaching and mentoring, client management, and execution of 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, Variable, and Accident/Health or Life & Disability (required).

Experience:BankingFinancial servicesInvestmentsRetail banking

Skills:Client centric focusConsultative salesCollaborationEthical conductCross-selling mindset

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)

Tech Stack:Proprietary financial services systems

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 client relationships and expand existing relationships for clients with investable assets more than $50,000, executing a consistent sales process and financial planning approach.
•Conduct Financial Wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities, including referrals for banking needs.
•Provide consultative, needs-based investment solutions using assessment tools and partner with banking center staff to deliver appropriate investment services.
•Meet sales production and referral goals by managing a book of business, lead lists, and closing received referrals.
•Coordinate investment product delivery within assigned branch(es), including in-person coaching and mentoring, client management, and execution of 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, Variable, and Accident/Health or Life & Disability (required).

Experience:BankingFinancial servicesInvestmentsRetail banking

Skills:Client centric focusConsultative salesCollaborationEthical conductCross-selling mindset

Certifications:Certified Financial Planner (CFP)

Tech Stack:Proprietary financial services systems

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