Mass Affluent Private Client Advisor

KeyCorp; Athol Springs (NY); On-site; USD 53,000 - 72,000; Full time

Job summary

KeyCorp is seeking a Private Client Advisor to cultivate Mass Affluent relationships, delivering investment solutions and holistic financial planning. You will partner with Retail Branch Managers, Centers of Influence, and banking staff to identify opportunities and expand assets from $50,000 up to multi-million portfolios.

A goals-driven, consultative approach is required to drive referrals and revenue. The role emphasizes asset growth, client-centric service, and collaboration across the

Qualifications

• Must have FINRA SIE at hire
• Licenses: FINRA S7, S66/S63 and 65 at hire
• CFP preferred
• State life/Health insurance licenses at hire

Responsibilities

• Grow new clients and expand relationships with Mass Affluent clients with investable assets over $50,000.
• Target and execute a consistent sales process and financial plan for clients with $250k–$2M assets.
• Provide comprehensive, needs-based financial solutions and cross-sell banking products.
• Coordinate investment product delivery with branches and coaching of staff.
• Develop a Center of Influence strategy to leverage partnerships across the bank.

Skills

Sales skills

Client relationship management

Cross-selling

Education

High School Diploma or equivalent

Bachelor's Degree (preferred)

Job description

KeyCorp is seeking a Private Client Advisor to cultivate Mass Affluent relationships, delivering investment solutions and holistic financial planning. You will partner with Retail Branch Managers, Centers of Influence, and banking staff to identify opportunities and expand assets from $50,000 up to multi-million portfolios.

A goals-driven, consultative approach is required to drive referrals and revenue. The role emphasizes asset growth, client-centric service, and collaboration across the