KeyCorp

2 days ago

Private Client Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Advise KeyBank’s Mass Affluent clients using a financial wellness approach, delivering needs-based investment solutions for new and existing clients while uncovering broader relationship opportunities across investments and banking. Grow and retain client relationships, meet sales production and referral goals, and coordinate investment product delivery within assigned branches. Partner closely with branch managers and Centers of Influence, providing coaching and mentoring to support best-interest-based sales production.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new client relationships and expand existing relationships for clients with investable assets over $50,000, targeting prospects with $250,000 to $2 Million.
•Lead holistic Financial Wellness conversations and complete comprehensive financial plans to uncover full household and relationship growth opportunities, referring as needed.
•Use a consultative sales process and assessment tools to provide comprehensive, needs-based financial solutions and coordinate with banking center staff.
•Meet sales production and referral goals by managing a book of business, working lead lists, and closing on referrals received.
•Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel and building Center of Influence partnerships.

Travel: Low travel

Pay and Benefits

Salary: USD 62,400 annually

Key Requirements

•High school diploma or equivalent experience (required).
•FINRA SIE upon hire (required) and FINRA S7 upon hire (required).
•FINRA S66 or S63 and 65 upon hire (required).
•Resident state insurance licenses (required).
•Certified Financial Planner (CFP) (preferred).

Education:High School

Skills:Client-centric focusConsultative sellingCollaborationEthicsClient partnership building

Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Resident State Insurance Licenses

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

2 days ago

Private Client Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new client relationships and expand existing relationships for clients with investable assets over $50,000, targeting prospects with $250,000 to $2 Million.
•Lead holistic Financial Wellness conversations and complete comprehensive financial plans to uncover full household and relationship growth opportunities, referring as needed.
•Use a consultative sales process and assessment tools to provide comprehensive, needs-based financial solutions and coordinate with banking center staff.
•Meet sales production and referral goals by managing a book of business, working lead lists, and closing on referrals received.
•Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel and building Center of Influence partnerships.

Travel: Low travel

Pay and Benefits

Salary: USD 62,400 annually

Key Requirements

•High school diploma or equivalent experience (required).
•FINRA SIE upon hire (required) and FINRA S7 upon hire (required).
•FINRA S66 or S63 and 65 upon hire (required).
•Resident state insurance licenses (required).
•Certified Financial Planner (CFP) (preferred).

Education:High School

Skills:Client-centric focusConsultative sellingCollaborationEthicsClient partnership building

Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Resident State Insurance Licenses

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