Private Client Advisor

KeyCorp
United States
Workplace: OnsiteFull timeFunction: SalesEducation: high_schoolSkills: ["Client centric focus","Sales","Collaboration","Ethical conduct","Partnership building"]

Serve as KeyBank’s primary investment services advisor for Mass Affluent clients, using financial wellness conversations and consultative selling to grow new relationships and expand existing ones. Execute a consistent sales process and financial plans for clients with investable assets, coordinate investment delivery within assigned branches, and drive sales production and referrals through branch partnerships and Centers of Influence.

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KeyCorp
KeyCorp
1 week ago

Private Client Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Serve as KeyBank’s primary investment services advisor for Mass Affluent clients, using financial wellness conversations and consultative selling to grow new relationships and expand existing ones. Execute a consistent sales process and financial plans for clients with investable assets, coordinate investment delivery within assigned branches, and drive sales production and referrals through branch partnerships and Centers of Influence.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Grow new client relationships and expand existing client relationships with $50,000+ in investable assets using a consistent sales process and financial plan.
  • •Host financial wellness conversations, complete comprehensive financial plans, and uncover relationship opportunities across investments and banking referrals.
  • •Use consultative sales and assessment tools to deliver needs-based investment solutions and partner with banking center staff.
  • •Achieve sales production and referral goals by working a book of business and closing referrals.
  • •Coordinate investment product delivery within assigned branches and develop Center of Influence partnerships to generate qualified referrals.
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).
Education:High School
Skills:Client centric focusSalesCollaborationEthical conductPartnership building
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)
Tech Stack:Proprietary financial services systemsStandard office 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
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Glassdoor: 3.6
WebsiteLinkedIn