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 by providing investment solutions for new and existing relationships and uncovering broader financial wellness opportunities. Execute a consistent consultative sales process, use assessment tools, and meet sales production and referral goals through your book of business and lead lists. Partner closely with Retail Branch Managers and Centers of Influence, coordinate investment product delivery, and coach branch personnel to maximize best-interest-based client outcomes.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand relationships by executing a consistent sales process and financial planning for clients and prospects with investable assets.
•Lead holistic financial wellness conversations, complete comprehensive financial plans, and refer opportunities across investments and banking.
•Use consultative sales processes and assessment tools to deliver needs-based investment solutions with support from 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 within assigned branches, including coaching and mentoring branch personnel and developing Center of Influence strategies.

Travel: Low travel

Pay and Benefits

Salary: USD 77,969 annually

Key Requirements

•High school diploma or equivalent experience.
•FINRA Security Industry Essentials (SIE) upon hire.
•FINRA License S7 upon hire.
•FINRA License S66 or S63 and 65 upon hire.
•Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) upon hire; obtain required licenses if not held at hire.

Education:High School

Skills:Client-centric focusConsultative salesCollaborationEthical conductAbility to use financial services systems

Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Resident State Insurance Licenses (Life, Variable, 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 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 relationships by executing a consistent sales process and financial planning for clients and prospects with investable assets.
•Lead holistic financial wellness conversations, complete comprehensive financial plans, and refer opportunities across investments and banking.
•Use consultative sales processes and assessment tools to deliver needs-based investment solutions with support from 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 within assigned branches, including coaching and mentoring branch personnel and developing Center of Influence strategies.

Travel: Low travel

Pay and Benefits

Salary: USD 77,969 annually

Key Requirements

•High school diploma or equivalent experience.
•FINRA Security Industry Essentials (SIE) upon hire.
•FINRA License S7 upon hire.
•FINRA License S66 or S63 and 65 upon hire.
•Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) upon hire; obtain required licenses if not held at hire.

Education:High School

Skills:Client-centric focusConsultative salesCollaborationEthical conductAbility to use financial services systems

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