Assoc. Private Client Advisor

KeyCorp; Pittsburgh (Allegheny County); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Commission

Deferred incentives

Job summary

KeyCorp seeks an Associate Private Client Advisor to support Private Client Advisors serving Mass Affluent clients. You’ll collaborate with Branch Managers, Centers of Influence, and staff to deliver holistic financial solutions and grow client relationships.

The role emphasizes in-branch service, needs-based investment guidance, and referrals, with a path to develop cross-sell opportunities and year-over-year revenue growth within KeyBank standards.

Qualifications

• Required: High school diploma or equivalent; preferred Bachelor's degree.
• FINRA SIE, S7, S66/S63 & S65 licenses upon hire are listed in the posting.
• Experience in financial services or related field is preferred.

Responsibilities

• Partner with a Private Client Advisor to coordinate investment product delivery for Mass Affluent clients.
• Be an active member of the Branch team and participate in in-person Branch Huddles and Debriefs.
• Provide in-person client services in a branch environment and identify investment referral opportunities.
• Develop understanding of investment solutions to support cross-selling with banking products.
• Use a consultative sales process to offer needs-based financial solutions and drive referrals.
• Help attain sales production and referral goals by working the book of business and closing referrals.
• Grow year-over-year revenue by partnering with the Private Client Advisor.
• Develop Center of Influence strategy through Retail Bank partnerships.

Skills

Due diligence research

Investment client knowledge

Sales results

Client centric

Team collaboration

Office systems

Education

High school diploma or equivalent

Bachelor's degree

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

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)

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.

Job Posting Expiration Date: 11/13/2026

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.