Mass Affluent Private Client Advisor

KeyCorp; City of Schenectady (NY); On-site; USD 56,000 - 69,000; Full time

Job summary

KeyCorp’s Private Client Advisor focuses on Mass Affluent clients, delivering comprehensive investment solutions and wealth planning to grow relationships. You will partner with Retail Branch Managers and centers of influence to uncover opportunities, manage a book of clients, and drive cross-sell across investment and banking products.

The role emphasizes holistic financial wellness conversations, needs-based recommendations, and collaboration with branch teams to deliver superior client

Qualifications

• FINRA SIE, S7, S66/S63 and S65 licenses required upon hire.
• Life/Variable/Accident & Health Insurance licenses required.
• CFP certification preferred.
• Bachelor's degree or higher; strong financial services background valuable.

Responsibilities

• Grow new clients and expand relationships with investable assets from $50,000 to $2,000,000.
• Lead holistic financial wellness conversations and build comprehensive financial plans.
• Provide needs-based investment solutions and partner with banking staff.
• Meet sales production and referral goals through active book management.

Skills

Sales experience

Client focus

Team collaboration

Banking knowledge

Financial services systems

Education

Bachelor's degree

High school diploma

Job description

KeyCorp’s Private Client Advisor focuses on Mass Affluent clients, delivering comprehensive investment solutions and wealth planning to grow relationships. You will partner with Retail Branch Managers and centers of influence to uncover opportunities, manage a book of clients, and drive cross-sell across investment and banking products.

The role emphasizes holistic financial wellness conversations, needs-based recommendations, and collaboration with branch teams to deliver superior client