Private Client Advisor

KeyCorp
Pennsylvania
Workplace: OnsiteFull timeFunction: SalesEducation: high_schoolSkills: ["Client-centric focus","Consultative selling","Collaboration","Ethical conduct","Needs assessment"]

Provide investment services to KeyBank’s Mass Affluent clients by delivering needs-based investment solutions to new and existing clients and uncovering relationship opportunities. Lead a consultative sales process using assessment tools, host holistic financial wellness conversations, and complete comprehensive financial plans. Collaborate closely with branch managers and partners, develop Center of Influence relationships, and achieve sales production and referral goals through assigned branches and support from banking teams.

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FursaFursa
KeyCorp
KeyCorp
2 days ago

Private Client Advisor

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Provide investment services to KeyBank’s Mass Affluent clients by delivering needs-based investment solutions to new and existing clients and uncovering relationship opportunities. Lead a consultative sales process using assessment tools, host holistic financial wellness conversations, and complete comprehensive financial plans. Collaborate closely with branch managers and partners, develop Center of Influence relationships, and achieve sales production and referral goals through assigned branches and support from banking teams.
Location: Pennsylvania
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Grow new clients and expand relationships for clients with more than $50,000 in investable assets, executing a consistent sales process and financial plan.
  • •Host holistic Financial Wellness conversations and complete comprehensive financial plans to uncover investment and banking-related household growth opportunities.
  • •Use a consultative sales process and assessment tools to provide needs-based financial solutions and partner with banking center staff for referrals.
  • •Achieve sales production and referral goals by working a book of business, lead lists, and closing on received referrals.
  • •Coordinate investment product delivery within assigned branches and support in-person coaching/mentoring of branch personnel while managing Center of Influence partnerships.
Travel: Low travel

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.
Experience:BankingFinancial services
Education:High School
Skills:Client-centric focusConsultative sellingCollaborationEthical conductNeeds assessment
Licenses:FINRA SIEFINRA S7FINRA S66FINRA S63FINRA 65Resident State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability)
Certifications:Certified Financial Planner (CFP)
Tech Stack:Proprietary financial services systemsOffice 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
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Glassdoor: 3.6
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