Elite Mass Affluent Private Client Advisor

KeyCorp; Sandusky (OH); On-site; USD 90,000 - 150,000; Full time

Job summary

KeyCorp is seeking a Private Client Advisor in Sandusky, OH to serve Mass Affluent clients with investment and financial planning solutions. You will lead holistic financial wellness conversations, build relationships with clients holding $250k–$2M in investable assets, and partner with branch teams to deliver investment and banking solutions.

The role emphasizes consultative sales, comprehensive financial planning, and cross-selling across Key Investment Services.

Qualifications

• Broad knowledge of characteristics and needs of clients 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 and relationship-building skills.
• Proven ability to work as a collaborative team member.
• Familiarity with standard office equipment and proprietary financial services systems.

Responsibilities

• Grow new clients and expand existing relationships with investable assets >$50,000 and target $250k–$2M per client.
• Lead holistic Financial Wellness conversations and develop comprehensive financial plans to uncover full household opportunities.
• Offer a range of investment solutions and collaborate with banking center staff to cross-sell banking products.
• Achieve sales production and referral goals by managing a book of business and referrals.
• Coordinate investment product delivery within assigned branches and mentor branch personnel.
• Develop a Center of Influence strategy to leverage partnerships across the Consumer Bank.

Skills

Sales experience

Client-centric

Team collaboration

Financial planning

Consultative selling

Education

High School Diploma or equivalent

Bachelor's Degree preferred

Job description

KeyCorp is seeking a Private Client Advisor in Sandusky, OH to serve Mass Affluent clients with investment and financial planning solutions. You will lead holistic financial wellness conversations, build relationships with clients holding $250k–$2M in investable assets, and partner with branch teams to deliver investment and banking solutions.

The role emphasizes consultative sales, comprehensive financial planning, and cross-selling across Key Investment Services.