Assoc. Private Client Advisor

KeyCorp
Pittsburgh
Workplace: OnsiteFull timeFunction: SalesEducation: high_schoolSkills: ["Client-centric focus","Consultative sales","Collaboration","Due diligence","Ability to work in a team"]

Partner with Private Client Advisors to coordinate and deliver investment product solutions for Mass Affluent clients in assigned branches. Provide in-person client services, support needs-based financial planning and cross-selling through a consultative sales process, and help achieve sales production and referral goals. Collaborate with branch teams and Centers of Influence, build referral relationships, and comply with KeyBank policies while maintaining a strong client-centric approach.

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FursaFursa
KeyCorp
KeyCorp
2 days ago

Assoc. Private Client Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Partner with Private Client Advisors to coordinate and deliver investment product solutions for Mass Affluent clients in assigned branches. Provide in-person client services, support needs-based financial planning and cross-selling through a consultative sales process, and help achieve sales production and referral goals. Collaborate with branch teams and Centers of Influence, build referral relationships, and comply with KeyBank policies while maintaining a strong client-centric approach.
Location: Pittsburgh
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Coordinate and deliver investment product solutions for Mass Affluent clients within assigned branches, including client management and service delivery.
  • •Provide in-person client services and actively participate in branch team meetings and debriefs.
  • •Support investment referral opportunities by working with licensed and non-licensed branch personnel and engaging the existing client base.
  • •Use assessment tools and a consultative sales process to provide needs-based financial solutions and support cross-selling referrals to Consumer Bank products.
  • •Help attain sales production and referral goals by working the book of business and closing referrals through financial planning; grow year-over-year revenue with Private Client Advisors.
Travel: Low travel

Pay and Benefits

Perks:Commission

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 S65 upon hire.
  • •Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) upon hire.
Education:High School
Skills:Client-centric focusConsultative salesCollaborationDue diligenceAbility to work in a team
Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License S65Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)
Certifications:Certified Financial Planner (CFP)
Tech Stack:Proprietary financial services systemsPC/laptopOffice equipment

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