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 by delivering needs-based financial solutions and growing new and existing relationships. Lead financial wellness conversations, complete comprehensive financial plans, and use a consultative sales process to uncover full household opportunities (investments and banking). Partner closely with Retail Branch Managers, branch personnel, and Centers of Influence to drive sales production, referrals, and cross-selling through Key Investment Services.

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, targeting clients/prospects with $250,000 to $2 Million.
•Host financial wellness conversations and complete comprehensive financial plans to uncover investment and banking opportunities and refer accordingly.
•Use a consultative sales process and assessment tools to deliver needs-based financial solutions while partnering with banking center staff.
•Achieve sales production and referral goals by managing a book of business, lead lists, and closing on referrals.
•Coordinate investment product delivery within assigned branch(es), including coaching and mentoring branch personnel and developing a Center of Influence strategy.

Travel: Low travel

Pay and Benefits

Salary: USD 62,400 annually

Key Requirements

•High School Diploma or equivalent experience (required).
•Ability to sell products and services to investment clients with evidence of strong sales results.
•Strong client-centric focus and ability to host holistic financial wellness conversations.
•Demonstrated ability to work collaboratively with branch personnel and partners.
•Ability to use standard office equipment and proprietary financial services systems.

Education:High School

Skills:Client centric focusCollaboration

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)

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, targeting clients/prospects with $250,000 to $2 Million.
•Host financial wellness conversations and complete comprehensive financial plans to uncover investment and banking opportunities and refer accordingly.
•Use a consultative sales process and assessment tools to deliver needs-based financial solutions while partnering with banking center staff.
•Achieve sales production and referral goals by managing a book of business, lead lists, and closing on referrals.
•Coordinate investment product delivery within assigned branch(es), including coaching and mentoring branch personnel and developing a Center of Influence strategy.

Travel: Low travel

Pay and Benefits

Salary: USD 62,400 annually

Key Requirements

•High School Diploma or equivalent experience (required).
•Ability to sell products and services to investment clients with evidence of strong sales results.
•Strong client-centric focus and ability to host holistic financial wellness conversations.
•Demonstrated ability to work collaboratively with branch personnel and partners.
•Ability to use standard office equipment and proprietary financial services systems.

Education:High School

Skills:Client centric focusCollaboration

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)

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