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: 21 hours agoStatus: Live

Job Summary

Build relationships with KeyBank’s Mass Affluent clients by delivering investment solutions and driving financial wellness conversations. You’ll grow new clients and expand existing relationships for clients with investable assets, complete comprehensive financial plans, and use consultative sales and assessment tools. Partner closely with Retail Branch Managers, branch teams, and Centers of Influence to support cross-selling opportunities, meet sales production and referral goals, and coach branch personnel on investment delivery.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand existing relationships, targeting clients with investable assets and executing a consistent sales process and financial plan.
•Lead holistic Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking growth opportunities and referrals.
•Use consultative sales and assessment tools to provide needs-based investment solutions in partnership with banking center staff.
•Meet sales production and referral goals by working a book of business, using lead lists, and closing on received referrals.
•Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel and developing Centers of Influence strategy.

Travel: Low travel

Pay and Benefits

Salary: USD 55,000 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) (required).

Experience:Financial services

Education:Bachelor's

Skills:Client centric focusConsultative salesCollaborationEthical conductConflict of interest awareness

Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Resident State Insurance Licenses (Life, Variable, Accident/Health)Resident State Insurance Licenses (Life & Disability)

Certifications:Certified Financial Planner (CFP)

Tech Stack:Proprietary 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: 21 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, targeting clients with investable assets and executing a consistent sales process and financial plan.
•Lead holistic Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking growth opportunities and referrals.
•Use consultative sales and assessment tools to provide needs-based investment solutions in partnership with banking center staff.
•Meet sales production and referral goals by working a book of business, using lead lists, and closing on received referrals.
•Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel and developing Centers of Influence strategy.

Travel: Low travel

Pay and Benefits

Salary: USD 55,000 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) (required).

Experience:Financial services

Education:Bachelor's

Skills:Client centric focusConsultative salesCollaborationEthical conductConflict of interest awareness

Certifications:Certified Financial Planner (CFP)

Tech Stack:Proprietary 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