Mass Affluent Private Client Advisor

KeyBank; Ann Arbor (MI); On-site; USD 70,000 - 110,000; Full time

Job summary

KeyBank is seeking a Private Client Advisor to lead with planning and financial wellness for Mass Affluent clients in Ann Arbor. You will deliver investment solutions, grow relationships, and partner with branch teams to maximize referrals and cross-sell banking products.

The role requires FINRA licenses (SIE, S7, S66/S63/S65) at hire, with CFP preferred and life/health licenses as applicable. Occasional travel to branches is possible.

Qualifications

• High School Diploma or equivalent; Bachelor's degree preferred.
• FINRA SIE, S7, S66/S63/S65 licenses required onboarding.
• CFP certification preferred; state licensing required.
• In-house recordkeeping and cross-selling of investment products.

Responsibilities

• Grow new clients and expand relationships with assets >$50,000, targeting $250k–$2M opportunities.
• Host Financial Wellness conversations and develop comprehensive financial plans.
• Provide investment solutions and collaborate with banking staff to meet client needs.
• Achieve sales and referral goals through a managed book of business.
• Coordinate delivery of investment products and mentor branch personnel.
• Develop Center of Influence partnerships within the Consumer Bank.

Skills

Client relationship building

Sales oriented

Needs-based financial solutions

Team collaboration

Proficiency with financial services系统

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

Proprietary financial services systems

Job description

KeyBank is seeking a Private Client Advisor to lead with planning and financial wellness for Mass Affluent clients in Ann Arbor. You will deliver investment solutions, grow relationships, and partner with branch teams to maximize referrals and cross-sell banking products.

The role requires FINRA licenses (SIE, S7, S66/S63/S65) at hire, with CFP preferred and life/health licenses as applicable. Occasional travel to branches is possible.