Private Client Advisor

KeyCorp
United States
Workplace: OnsiteFull timeFunction: SalesEducation: high_schoolSkills: ["Client-focused","Consultative selling","Collaboration","Understanding client needs","Proficiency with financial systems"]

Own client relationships in KeyBank’s Mass Affluent market by delivering investment solutions to new and existing clients with investable assets. Lead consultative, needs-based financial planning and financial wellness conversations, using assessment tools to uncover household opportunities. Achieve sales production and referral goals through a consistent sales process, partnership with branch leaders and Centers of Influence, and cross-selling Core Consumer Bank products. Provide in-branch coaching to support service delivery and best-interest sales production.

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FursaFursa
KeyCorp
KeyCorp
3 days ago

Private Client Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Own client relationships in KeyBank’s Mass Affluent market by delivering investment solutions to new and existing clients with investable assets. Lead consultative, needs-based financial planning and financial wellness conversations, using assessment tools to uncover household opportunities. Achieve sales production and referral goals through a consistent sales process, partnership with branch leaders and Centers of Influence, and cross-selling Core Consumer Bank products. Provide in-branch coaching to support service delivery and best-interest sales production.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Grow new clients and expand existing relationships for clients with investable assets by executing a consistent sales process and financial plan.
  • •Host Financial Wellness conversations and complete comprehensive financial plans to identify investment and banking-related household opportunities; refer accordingly.
  • •Use a consultative sales process and assessment tools to deliver needs-based investment solutions while partnering with banking center staff.
  • •Meet sales production and referral goals by working assigned lead lists/book of business and closing referrals.
  • •Coordinate investment product delivery within assigned branches and coach/mentor branch personnel to maximize best-interest sales production.
Travel: Low travel

Key Requirements

  • •High School Diploma or equivalent experience (required).
  • •FINRA Securities 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) (required).
Experience:Financial services
Education:High School
Skills:Client-focusedConsultative sellingCollaborationUnderstanding client needsProficiency with financial systems
Licenses:Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)
Certifications:FINRA Securities Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Certified 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
Glassdoor: 3.6
WebsiteLinkedIn