Private Client Advisor

KeyCorp
Colorado
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Client-centric focus","Consultative sales","Collaboration","Ethical conduct"]

Serve as the primary investment services provider for KeyBank’s Mass Affluent clients by delivering needs-based investment solutions to new and existing clients. Lead consultative conversations and produce financial plans to uncover household growth opportunities, while executing a consistent sales process and meeting production and referral goals. Partner closely with Retail Branch Managers and Centers of Influence, coordinate investment product delivery within assigned branches, and coach branch personnel to maximize best-interest sales outcomes.

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KeyCorp
KeyCorp
4 days ago

Private Client Advisor

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Last checked: 6 hours agoStatus: Live

Job Summary

Serve as the primary investment services provider for KeyBank’s Mass Affluent clients by delivering needs-based investment solutions to new and existing clients. Lead consultative conversations and produce financial plans to uncover household growth opportunities, while executing a consistent sales process and meeting production and referral goals. Partner closely with Retail Branch Managers and Centers of Influence, coordinate investment product delivery within assigned branches, and coach branch personnel to maximize best-interest sales outcomes.
Location: Colorado
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Grow new client relationships and expand existing relationships for clients with investable assets $50,000+ using a consistent sales process and financial planning approach.
  • •Conduct holistic Financial Wellness conversations and complete comprehensive financial plans to identify investment and banking-related household growth opportunities and refer accordingly.
  • •Use consultative sales processes and assessment tools to deliver needs-based financial solutions and partner with banking center staff.
  • •Meet sales production and referral goals by managing your book of business, lead lists, and closing received referrals.
  • •Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel to maximize best-interest sales production.
Travel: Low travel

Key Requirements

  • •High School Diploma or equivalent experience (required) and/or a Bachelor's Degree (preferred).
  • •Hold FINRA Security Industry Essentials (SIE) upon hire (required).
  • •Hold FINRA License S7 upon hire (required).
  • •Hold FINRA License S66 or S63 and 65 upon hire (required).
  • •Maintain resident state insurance licenses (life, variable, accident/health or life & disability) (required).
Education:Bachelor's
Skills:Client-centric focusConsultative salesCollaborationEthical conduct
Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License 65Resident State Insurance Licenses (Life, Variable, 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
Glassdoor: 3.6
WebsiteLinkedIn