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

Serve KeyBank’s Mass Affluent clients by providing investment services and identifying full relationship opportunities. Use a consultative, needs-based sales process to grow new clients and expand existing relationships with investable assets from $250,000 to $2M. Lead holistic Financial Wellness conversations, deliver investment product solutions in assigned branches, coordinate delivery and coaching with branch teams, and build a Center of Influence strategy to achieve sales production and referrals.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing relationships for clients with more than $50,000 in investable assets using a consistent sales process and financial plan.
•Host holistic Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking growth opportunities and refer accordingly.
•Provide needs-based investment solutions using a consultative sales process and assessment tools while partnering with banking center staff.
•Achieve sales production and referral goals by working a book of business, managing 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

Pay and Benefits

Salary: USD 62,400 annually

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 (Life, Variable, and Accident/Health or Life & Disability) upon hire (required) (CFP preferred).

Education:High School

Skills:Client-centric focusConsultative salesCollaborationEthical conductFinancial planning

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 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 clients and expand existing relationships for clients with more than $50,000 in investable assets using a consistent sales process and financial plan.
•Host holistic Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking growth opportunities and refer accordingly.
•Provide needs-based investment solutions using a consultative sales process and assessment tools while partnering with banking center staff.
•Achieve sales production and referral goals by working a book of business, managing 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

Pay and Benefits

Salary: USD 62,400 annually

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 (Life, Variable, and Accident/Health or Life & Disability) upon hire (required) (CFP preferred).

Education:High School

Skills:Client-centric focusConsultative salesCollaborationEthical conductFinancial planning

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