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, helping grow and expand relationships through needs-based financial planning and a consultative sales process. Lead Financial Wellness conversations, deliver comprehensive financial plans, and meet sales production and referral goals. Partner closely with branch managers, banking center staff, and Centers of Influence while coordinating investment product delivery and client service to generate best-interest sales production.

Location: Boise

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing relationships by targeting prospects with investable assets between $250,000 and $2 Million.
•Host Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking growth opportunities and refer accordingly.
•Use a consultative sales process and assessment tools to provide needs-based financial solutions and partner with banking center staff.
•Attain sales production and referral goals by managing a book of business, lead lists, and closing on received referrals.
•Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel, client management, and service delivery.

Travel: Low travel

Pay and Benefits

Salary: USD 55,000 annually

Key Requirements

•High School Diploma or equivalent experience (required).
•Obtain/hold required FINRA licenses upon hire: SIE, S7, and S66 (or S63 and 65).
•Hold Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required).
•Use consultative sales and assessment tools to deliver needs-based investment solutions.
•Demonstrate strong sales ability and client-focused, collaborative working style.

Education:High School

Skills:Client centric focusConsultative salesCollaborationEthical conductConflict avoidance

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

Certifications:Certified Financial Planner (CFP)FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65

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 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: Boise

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing relationships by targeting prospects with investable assets between $250,000 and $2 Million.
•Host Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking growth opportunities and refer accordingly.
•Use a consultative sales process and assessment tools to provide needs-based financial solutions and partner with banking center staff.
•Attain sales production and referral goals by managing a book of business, lead lists, and closing on received referrals.
•Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel, client management, and service delivery.

Travel: Low travel

Pay and Benefits

Salary: USD 55,000 annually

Key Requirements

•High School Diploma or equivalent experience (required).
•Obtain/hold required FINRA licenses upon hire: SIE, S7, and S66 (or S63 and 65).
•Hold Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required).
•Use consultative sales and assessment tools to deliver needs-based investment solutions.
•Demonstrate strong sales ability and client-focused, collaborative working style.

Education:High School

Skills:Client centric focusConsultative salesCollaborationEthical conductConflict avoidance

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

Certifications:Certified Financial Planner (CFP)FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65

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