Private Client Advisor

KeyCorp
United States
Workplace: HybridFull timeUSD 62,400+ annuallyFunction: SalesSkills: ["Client centric focus","Collaboration","Consultative sales","Ethical conduct"]

Partner with KeyBank’s Mass Affluent clients to deliver investment solutions and drive relationship growth. Own consultative sales conversations, build comprehensive financial plans, and execute a consistent sales process for new and existing clients. Work closely with Retail Branch Managers and Centers of Influence to generate qualified referrals, meet sales production and referral goals, and support cross-selling of Key Investment Services and consumer banking products.

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KeyCorp
KeyCorp
21 hours ago

Private Client Advisor

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Last checked: 21 hours agoStatus: Live

Job Summary

Partner with KeyBank’s Mass Affluent clients to deliver investment solutions and drive relationship growth. Own consultative sales conversations, build comprehensive financial plans, and execute a consistent sales process for new and existing clients. Work closely with Retail Branch Managers and Centers of Influence to generate qualified referrals, meet sales production and referral goals, and support cross-selling of Key Investment Services and consumer banking products.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Grow new and expand existing Mass Affluent relationships for clients with $50,000+ in investable assets, targeting $250,000 to $2 million segments.
  • •Lead holistic Financial Wellness conversations and create comprehensive financial plans to identify investment and banking-related household opportunities.
  • •Use a consultative sales process and assessment tools to deliver needs-based financial solutions and provide investment referral opportunities.
  • •Meet sales production and referral goals by managing a book of business, using lead lists, and closing on referrals.
  • •Coordinate investment product delivery within assigned branch(es) and support in-person coaching and mentoring of branch personnel.
Travel: Low travel

Pay and Benefits

Salary: USD 62,400 annually

Key Requirements

  • •High School Diploma or equivalent experience.
  • •FINRA Security Industry Essentials (SIE) upon hire.
  • •FINRA License S7 upon hire, plus FINRA License S66 or S63 and 65 upon hire.
  • •Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) required.
  • •Certified Financial Planner (CFP) is preferred.
Skills:Client centric focusCollaborationConsultative salesEthical conduct
Licenses:Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)
Certifications:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Certified 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
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Glassdoor: 3.6
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