Hybrid Private Client Advisor - Invest & Grow Wealth

KeyBank; Goshen (IN); On-site; USD 49,500 - 60,500; Full time

Job summary

KeyBank is seeking a Private Client Advisor in Goshen, Indiana to focus on Mass Affluent clients, delivering investment solutions and comprehensive financial planning. You will partner with Retail Branch Managers and Centers of Influence to uncover client opportunities and expand relationships, while collaborating with branch staff to deliver investment referrals and cross-sell core bank products.

The role emphasizes holistic financial wellness conversations, a consultative sales approach, and

Qualifications

• 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.

Responsibilities

• Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
• Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
• 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.
• Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.
• Develop a complete understanding of Key Investment Services solutions to support cross‑selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate.
• Be an active member and participant of the Branch team. Engage in person licensed and non‑licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
• Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest‑based sales production.
• Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer 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.

Job description

KeyBank is seeking a Private Client Advisor in Goshen, Indiana to focus on Mass Affluent clients, delivering investment solutions and comprehensive financial planning. You will partner with Retail Branch Managers and Centers of Influence to uncover client opportunities and expand relationships, while collaborating with branch staff to deliver investment referrals and cross-sell core bank products.

The role emphasizes holistic financial wellness conversations, a consultative sales approach, and