Hybrid Wealth Advisor – Mass Affluent Private Client

KeyCorp; South Bend (IN); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Commission and incentive compensation

Job summary

KeyCorp is seeking a Private Client Advisor to serve Mass Affluent clients in the South Bend area. The role centers on financial wellness planning and delivering investment solutions, while developing full relationships across banking and investment services.

You will partner with retail branches, centers of influence, and bank personnel to identify referrals and growth opportunities, managing a book with investable assets from $50k to $2M. Strong sales and compliance mindset is essential.

Qualifications

• FINRA SIE required upon hire.
• FINRA S7 required upon hire.
• FINRA S66 or S63 and 65 required.
• CFP preferred; Life/Variable/Health or Life & Disability licenses preferred.

Responsibilities

• Grow new clients and expand relationships with Mass Affluent clients with investable assets >$50,000.
• Target and manage portfolios with $250k–$2M in investable assets.
• Provide comprehensive financial planning and wellness conversations to uncover full household opportunities.
• Coordinate with Branch staff to deliver investment solutions and referrals.
• Maintain strong relationships with Branch personnel and Centers of Influence; travel as needed.

Skills

Sales experience

Client focus

Team collaboration

Financial services knowledge

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

Proprietary financial systems

Job description

KeyCorp is seeking a Private Client Advisor to serve Mass Affluent clients in the South Bend area. The role centers on financial wellness planning and delivering investment solutions, while developing full relationships across banking and investment services.

You will partner with retail branches, centers of influence, and bank personnel to identify referrals and growth opportunities, managing a book with investable assets from $50k to $2M. Strong sales and compliance mindset is essential.