Private Client Advisor

KeyCorp
New York
Workplace: HybridFull timeUSD 62,400+ annuallyFunction: SalesEducation: high_schoolSkills: ["Client centric focus","Consultative sales","Collaboration","Financial planning","Needs-based solutioning"]

Serve KeyBank’s Mass Affluent clients by providing investment solutions for new and existing customers while identifying broader relationship opportunities. Grow client relationships with a consistent consultative sales process, conduct Financial Wellness conversations, complete comprehensive financial plans, and meet sales production and referral goals. Partner closely with Retail Branch Managers and teams to deliver investment products, mentor branch personnel, and build Centers of Influence strategies across the Consumer Bank.

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FursaFursa
KeyCorp
KeyCorp
2 months ago

Private Client Advisor

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Last checked: 17 hours agoStatus: Live

Job Summary

Serve KeyBank’s Mass Affluent clients by providing investment solutions for new and existing customers while identifying broader relationship opportunities. Grow client relationships with a consistent consultative sales process, conduct Financial Wellness conversations, complete comprehensive financial plans, and meet sales production and referral goals. Partner closely with Retail Branch Managers and teams to deliver investment products, mentor branch personnel, and build Centers of Influence strategies across the Consumer Bank.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Grow new clients and expand existing investment relationships for clients with investable assets above $50,000.
  • •Lead holistic Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking growth opportunities.
  • •Use a consultative sales process and assessment tools to deliver needs-based investment solutions and partner with banking center staff.
  • •Achieve sales production and referral goals through a book of business, lead lists, and closing on referrals.
  • •Coordinate investment product delivery in assigned branches, including coaching/mentoring branch personnel and building a Centers of Influence strategy.
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.
  • •FINRA License S66 or S63 and 65 upon hire.
  • •Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) upon hire.
Education:High School
Skills:Client centric focusConsultative salesCollaborationFinancial planningNeeds-based solutioning
Licenses:Resident State Insurance Licenses (Life, Variable, and Accident/Health)Resident State Insurance Licenses (Life & Disability)
Certifications:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66FINRA License S63FINRA License S65Certified Financial Planner (CFP)
Tech Stack:Proprietary financial services systemsStandard office equipment

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