Assoc. Private Client Advisor

KeyBank; Pittsburgh (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Commission and deferred incentives

Job summary

KeyBank in Pittsburgh seeks an Associate Private Client Advisor to partner with Private Client Advisors, focusing on Mass Affluent clients and financial wellness through investment solutions. You will establish strong partnerships with Retail Branch Managers and Centers of Influence to deliver comprehensive financial planning and investment services.

This evergreen posting builds a pipeline for future openings; success hinges on relationship-building, in-branch collaboration, and a drive to grow

Qualifications

• FINRA SIE, S7, and S66/S63 with S65 required upon hire; licenses to be obtained within offer period.
• Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) required upon hire.

Responsibilities

• Partner with a Private Client Advisor to coordinate investment product delivery for Mass Affluent clients, including client management and service delivery.
• Be an active branch team member, participating in in-person Branch Huddles and Debriefs and providing in-branch client services.
• Assist in engaging licensed and non-licensed Branch personnel to identify investment referral opportunities.
• Develop understanding of Key Investment Services solutions to support cross-selling and referrals to Consumer Bank.
• Utilize a consultative sales process to offer needs-based financial solutions and a range of investment products.
• Help achieve sales production and referral goals by working the book of business and closing referrals through financial planning.
• Partner with Private Client Advisor to grow year-over-year revenue and strengthen relationships.
• Develop a strong Center of Influence strategy with Retail Bank and comply with all KeyBank policies.

Skills

Financial services sales

Mass Affluent experience

Client relationship building

Cross-selling

Team collaboration

Consultative selling

Education

High School Diploma or equivalent

Bachelor's Degree (preferred)

Job description

Location

6203 Babcock Blvd - Pittsburgh, Pennsylvania 15237

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.

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].