Mass Affluent Investment Advisor

KeyCorp; Thornton (CO); On-site; USD 70,000 - 125,000; Full time

Job summary

KeyCorp seeks a Private Client Advisor to serve Mass Affluent clients, focusing on planning, financial wellness, and investment solutions. You will build relationships with branch teams and COIs while delivering holistic financial plans and cross-selling banking products to deepen client relationships.

The role targets clients with investable assets from $50,000 to $2 million, requiring FINRA licenses (SIE, S7, S66/S63, 65) and a CFP (preferred), plus Life/Health insurance licenses.

Qualifications

• Broad knowledge of investment products and services for Mass Affluent clients.
• Ability to grow new relationships and deepen existing ones.
• Strong client-centric approach and collaborative teamwork.

Responsibilities

• Grow new clients and expand relationships with Mass Affluent clients ($50k+ investable assets).
• Develop and execute financial plans for clients with assets from $250k to $2M.
• Provide comprehensive investment solutions and refer to banking products as appropriate.
• Coordinate investment product delivery with branch staff and Centers of Influence.

Skills

Investment sales

Financial planning

Relationship management

Cross-selling

Client service

Education

High School Diploma

Bachelor’s Degree

Job description

KeyCorp seeks a Private Client Advisor to serve Mass Affluent clients, focusing on planning, financial wellness, and investment solutions. You will build relationships with branch teams and COIs while delivering holistic financial plans and cross-selling banking products to deepen client relationships.

The role targets clients with investable assets from $50,000 to $2 million, requiring FINRA licenses (SIE, S7, S66/S63, 65) and a CFP (preferred), plus Life/Health insurance licenses.