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

Partner with KeyBank’s Mass Affluent clients by delivering investment services and comprehensive financial wellness planning. Grow new client relationships and expand existing relationships by executing a consistent sales process, using consultative assessment tools, and meeting production and referral goals. Coordinate investment product delivery and mentor branch personnel, while developing Center of Influence strategies to drive qualified referrals and cross-selling opportunities.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new and expanded client relationships for clients with investable assets, executing a consistent sales process and financial plan.
•Lead holistic financial wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities.
•Use a consultative sales process and assessment tools to provide needs-based investment solutions and coordinate with banking center staff.
•Achieve sales production and referral goals by working a book of business, lead lists, and closing on referrals.
•Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel and developing Center of Influence strategies.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience (required).
•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) (required).

Education:High School

Skills:Client centric focusConsultative salesCollaborative teamwork

Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License S65Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)

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

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 and expanded client relationships for clients with investable assets, executing a consistent sales process and financial plan.
•Lead holistic financial wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities.
•Use a consultative sales process and assessment tools to provide needs-based investment solutions and coordinate with banking center staff.
•Achieve sales production and referral goals by working a book of business, lead lists, and closing on referrals.
•Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel and developing Center of Influence strategies.

Travel: Low travel

Key Requirements

•High School Diploma or equivalent experience (required).
•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) (required).

Education:High School

Skills:Client centric focusConsultative salesCollaborative teamwork

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