KeyCorp

1 week ago

Private Client Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Provide investment services to KeyBank’s Mass Affluent clients, using financial planning and “financial wellness” conversations to identify and grow full relationship opportunities. Lead a consultative, needs-based sales process for new and existing clients, meet sales production and referral goals, and partner closely with branch teams and Centers of Influence to deliver investment solutions and cross-sell banking products. Coach and mentor branch personnel on investment delivery and best-interest-based client outcomes.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand relationships for clients with investable assets $50,000+, targeting clients with $250,000 to $2 million through a consistent sales process and financial plan.
•Host financial wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities, referring as appropriate.
•Use consultative sales and assessment tools to deliver needs-based investment solutions and partner with banking center staff for cross-selling.
•Meet sales production and referral goals by managing a book of business, using lead lists, and closing on received referrals.
•Coordinate investment product delivery across assigned branches, including client management and coaching/mentoring branch personnel to maximize best-interest-based sales production.

Travel: Low travel

Key Requirements

•High School Diploma (required), with a Bachelor’s Degree preferred.
•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) upon hire (required).

Experience:BankingFinancial servicesInvestments

Education:High School

Skills:Client-centric focusConsultative sellingCollaborationEthical conductRelationship 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 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

1 week ago

Private Client Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand relationships for clients with investable assets $50,000+, targeting clients with $250,000 to $2 million through a consistent sales process and financial plan.
•Host financial wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities, referring as appropriate.
•Use consultative sales and assessment tools to deliver needs-based investment solutions and partner with banking center staff for cross-selling.
•Meet sales production and referral goals by managing a book of business, using lead lists, and closing on received referrals.
•Coordinate investment product delivery across assigned branches, including client management and coaching/mentoring branch personnel to maximize best-interest-based sales production.

Travel: Low travel

Key Requirements

•High School Diploma (required), with a Bachelor’s Degree preferred.
•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) upon hire (required).

Experience:BankingFinancial servicesInvestments

Education:High School

Skills:Client-centric focusConsultative sellingCollaborationEthical conductRelationship building

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