Mass Affluent Private Client Advisor

KeyCorp; Canton (OH); On-site; USD 85,000 - 140,000; Full time

Job summary

KeyCorp is seeking a Private Client Advisor in Canton, OH to grow mass affluent relationships and deliver comprehensive financial planning and investment solutions. You will partner with branch teams to uncover full household opportunities and expand assets from $50k to multi-million dollar clients, while coordinating across banking and investment services.

The role emphasizes a consultative sales process, ongoing relationship management, and adherence to regulatory licensing requirements to

Qualifications

• FINRA SIE license required at hire
• FINRA S7 license required at hire
• FINRA S66 or S63 and 65 licenses required at hire
• Life, Variable, and Accident/Health insurance licenses required at hire

Responsibilities

• Grow new clients and expand relationships with clients having $50k+ investable assets and target $250k–$2M per client
• Host holistic Financial Wellness conversations and complete comprehensive financial plans
• Provide needs-based investment solutions and cross-sell with banking products
• Achieve sales production and referral goals through book of business and referrals
• Coordinate investment product delivery with branches and centers of influence

Skills

Sales experience

Client-centric

Team collaboration

Financial systems proficiency

Relationship building

Education

High School Diploma

Bachelor's Degree

Job description

KeyCorp is seeking a Private Client Advisor in Canton, OH to grow mass affluent relationships and deliver comprehensive financial planning and investment solutions. You will partner with branch teams to uncover full household opportunities and expand assets from $50k to multi-million dollar clients, while coordinating across banking and investment services.

The role emphasizes a consultative sales process, ongoing relationship management, and adherence to regulatory licensing requirements to