KeyCorp

4 weeks 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 advisor for KeyBank’s Mass Affluent clients, delivering investment solutions to new and existing clients while identifying broader relationship opportunities. Lead consultative sales conversations and create comprehensive, needs-based financial plans focused on financial wellness. Meet sales production and referral goals, coordinate investment product delivery within assigned branches, and partner closely with retail branch managers and Centers of Influence to drive referrals.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand relationships for clients with more than $50,000 in investable assets, targeting clients with $250,000 to $2 Million.
•Lead holistic Financial Wellness conversations and complete comprehensive financial plans to uncover household and relationship opportunities, including banking referrals.
•Use consultative sales processes 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 referrals.
•Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel and implementing a Center of Influence strategy.

Travel: Low travel

Pay and Benefits

Salary: USD 80,168 annually

Key Requirements

•High School Diploma or equivalent experience (required).
•Obtain and maintain required FINRA licenses upon hire: SIE, S7, and S66 (or S63 and 65).
•Complete required resident state insurance licenses (Life, Variable, Accident/Health or Life/Disability) upon hire.
•Strong sales ability with demonstrated results in selling financial products/services to investment clients.
•Ability to use standard office equipment and proprietary financial services systems.

Education:High School

Skills:Client-centricCollaborativeConsultative salesEthical conductConflict avoidance

Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License S65Resident State Insurance Licenses (Life, Variable, Accident/Health)Resident State Insurance Licenses (Life & Disability)

Certifications:Certified Financial Planner (CFP)

Tech Stack:FINRAProprietary 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

4 weeks 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 for clients with more than $50,000 in investable assets, targeting clients with $250,000 to $2 Million.
•Lead holistic Financial Wellness conversations and complete comprehensive financial plans to uncover household and relationship opportunities, including banking referrals.
•Use consultative sales processes 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 referrals.
•Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel and implementing a Center of Influence strategy.

Travel: Low travel

Pay and Benefits

Salary: USD 80,168 annually

Key Requirements

•High School Diploma or equivalent experience (required).
•Obtain and maintain required FINRA licenses upon hire: SIE, S7, and S66 (or S63 and 65).
•Complete required resident state insurance licenses (Life, Variable, Accident/Health or Life/Disability) upon hire.
•Strong sales ability with demonstrated results in selling financial products/services to investment clients.
•Ability to use standard office equipment and proprietary financial services systems.

Education:High School

Skills:Client-centricCollaborativeConsultative salesEthical conductConflict avoidance

Certifications:Certified Financial Planner (CFP)

Tech Stack:FINRAProprietary 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