Assoc. Private Client Advisor

KeyCorp; Dresher (Montgomery County); On-site; USD 53,000 - 72,000; Full time

Job summary

The Associate Private Client Advisor collaborates with Private Client Advisors to serve Mass Affluent clients, focusing on planning and financial wellness as the basis for investment solutions. They build strong partnerships with Retail Branch Managers, teams, and Centers of Influence to foster broader client relationships.

This evergreen posting supports branch teams in providing in-person client services, identifying referral opportunities, and promoting cross-selling with core bank products.

Qualifications

• High School Diploma or equivalent (required).
• Bachelor's degree preferred.
• FINRA SIE, S7, S66 or S63 and S65 required (Upon Hire).
• CFP (preferred).
• State Insurance Licenses (Life, Variable, and Accident/Health) Upon Hire.

Responsibilities

• Coordinate and deliver investment product delivery for Mass Affluent clients.
• Work in a branch environment to provide in-person client services.
• Identify investment referral opportunities from clients and staff.
• Promote cross-selling with Bank products to develop full relationships.
• Grow year-over-year revenue with Private Client Advisor.

Skills

Due diligence

Investment knowledge

Sales experience

Client-centric

Team player

Office software

Education

High school diploma

Bachelor's degree

Tools

Proprietary systems

Job description

Location: 701 Twining Road - Dresher, Pennsylvania 19025

Job Summary

The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position.

Essential Functions

Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Be an active member of the Branch team and participate in in-person Branch Huddles and Debriefs. Work in a branch environment to provide in-person client services. Assist Private Client Advisor in engaging licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships. Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning. Partner with Private Client Advisor to grow year-over-year revenue. Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank. Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice. Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education

High School Diploma or equivalent experience (required) Bachelor's Degree (preferred)

Work Experience

Experience in financial services or related field (preferred)

Licenses and Certifications

FINRA Security Industry Essentials (SIE) Upon Hire (required) FINRA License S7 Upon Hire (required) FINRA License S66 or S63 and S65 Upon Hire (required) Certified Financial Planner (CFP) (preferred) Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) Upon Hire (required) In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses in a timely manner may result in termination of employment. Promotion to a Private Client Advisor role is not permitted until the full licensing requirements are met.

Skills

Conducts due diligence research for a variety of complex investment portfolio disciplines; builds investment cases to inform clients. Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space. Demonstrated ability to sell products and services to investment clients; evidence of strong sales results. Strong client centric focus. Proven ability to work as a collaborative team member. Ability to use standard office equipment, proprietary financial services systems.

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Driving Requirements

May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

COMPENSATION AND BENEFITS

This position is eligible to earn commission and deferred incentive compensation. This position is eligible to earn a base salary rate of $62,400 annually.

Job Posting Expiration Date: 10/30/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [e-mail]. KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.