KeyCorp

1 month ago

Private Client Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Own KeyBank’s Mass Affluent client relationships by delivering investment solutions, holding Financial Wellness conversations, and creating comprehensive financial plans. Grow new clients and expand existing relationships by targeting prospects and clients with specified investable-asset ranges. Use consultative sales and assessment tools to drive needs-based solutions, achieve sales production/referral goals, and coordinate investment product delivery and cross-selling with branch partners.

Location: Newcastle

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand relationships for clients with $50,000+ in investable assets using a consistent sales process and financial planning for $250,000 to $2 million prospects/clients.
•Conduct holistic Financial Wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities and refer accordingly.
•Provide consultative, needs-based investment solutions using assessment tools and work with banking center staff to deliver solutions.
•Achieve sales production and referral goals through a book of business, lead lists, and closing on received referrals.
•Coordinate investment product delivery within assigned branch(es), including coaching/mentoring branch personnel and supporting client management and service delivery.

Travel: Low travel

Pay and Benefits

Salary: USD 77,969 annually

Key Requirements

•High School Diploma (required).
•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).

Experience:Financial services

Education:High School

Skills:Consultative sellingClient centric focusCollaborationEthical conductNeeds-based financial planning

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:FINRA SIEFINRA S7FINRA S66FINRA S63FINRA S65Certified Financial Planner (CFP)

Tech Stack:Proprietary financial services systemsPC/laptop

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 month ago

Private Client Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: Newcastle

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Grow new clients and expand relationships for clients with $50,000+ in investable assets using a consistent sales process and financial planning for $250,000 to $2 million prospects/clients.
•Conduct holistic Financial Wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities and refer accordingly.
•Provide consultative, needs-based investment solutions using assessment tools and work with banking center staff to deliver solutions.
•Achieve sales production and referral goals through a book of business, lead lists, and closing on received referrals.
•Coordinate investment product delivery within assigned branch(es), including coaching/mentoring branch personnel and supporting client management and service delivery.

Travel: Low travel

Pay and Benefits

Salary: USD 77,969 annually

Key Requirements

•High School Diploma (required).
•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).

Experience:Financial services

Education:High School

Skills:Consultative sellingClient centric focusCollaborationEthical conductNeeds-based financial planning

Certifications:FINRA SIEFINRA S7FINRA S66FINRA S63FINRA S65Certified Financial Planner (CFP)

Tech Stack:Proprietary financial services systemsPC/laptop

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