Mass Affluent Private Client Advisor

KeyCorp; Clawson (MI); On-site; USD 70,000 - 110,000; Full time

Job summary

KeyCorp is seeking a Private Client Advisor focused on the Mass Affluent client base, delivering investment solutions and holistic financial wellness. You will lead with planning concepts and act as the primary investment advisor for these clients, partnering with branch teams and centers of influence.

You will target clients with investable assets from $250k to $2M, grow relationships, and coordinate cross-sell opportunities across investments and banking products through the branch network.

Qualifications

• FINRA SIE, S7 and S66/S63/S65 licenses required or obtained upon hire.
• CFP certification preferred.
• State life/health insurance licenses required.

Responsibilities

• Grow new clients and expand relationships with Mass Affluent with $50k+ investible assets.
• Deliver investment solutions and comprehensive financial plans for assets $250k to $2M.
• Coordinate investment delivery and refer opportunities to banking partners.

Skills

Client relationship management

Sales experience

Financial planning

Team collaboration

Communication skills

Education

Bachelor's degree preferred

High School Diploma or equivalent

Tools

KeyBank systems

Financial planning tools

Job description

KeyCorp is seeking a Private Client Advisor focused on the Mass Affluent client base, delivering investment solutions and holistic financial wellness. You will lead with planning concepts and act as the primary investment advisor for these clients, partnering with branch teams and centers of influence.

You will target clients with investable assets from $250k to $2M, grow relationships, and coordinate cross-sell opportunities across investments and banking products through the branch network.