Mass Affluent Private Client Advisor

KeyBank; Burlington (VT); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Commission eligible

Deferred compensation

Job summary

KeyBank in Burlington, VT seeks a Private Client Advisor to serve Mass Affluent clients, delivering investment solutions and holistic financial planning. You will partner with branch teams to identify opportunities, grow relationships, and meet sales targets while maintaining strong client trust.

The role emphasizes planning-based advice, relationship growth, and coordination with banking staff to drive full-relationship opportunities within a community-focused bank.

Qualifications

• Broad knowledge of investment services for Mass Affluent clients.
• Strong sales results and relationship-building skills.
• Understanding of financial planning concepts and referral development.
• FINRA licenses and state registrations as required at hire.

Responsibilities

• Grow new clients and expand relationships with Mass Affluent clients.
• Lead holistic financial wellness conversations and create financial plans.
• Provide investment solutions and refer to banking products as needed.
• Meet sales targets and generate referrals from book of business.
• Partner with branch staff to optimize service delivery and outcomes.
• Coordinate investment product delivery and client management at branches.

Skills

Client relationship management

Sales experience

Financial planning

Cross-selling

Consultative selling

Education

High School Diploma or equivalent

Bachelor's Degree (preferred)

Job description

KeyBank in Burlington, VT seeks a Private Client Advisor to serve Mass Affluent clients, delivering investment solutions and holistic financial planning. You will partner with branch teams to identify opportunities, grow relationships, and meet sales targets while maintaining strong client trust.

The role emphasizes planning-based advice, relationship growth, and coordination with banking staff to drive full-relationship opportunities within a community-focused bank.