Mass Affluent Private Client Advisor

KeyCorp; Fairbanks (AK); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Commission eligibility

Deferred incentive compensation

Job summary

The Private Client Advisor focuses on KeyBank Mass Affluent clients, delivering investment solutions and financial planning in partnership with branch managers and Centers of Influence. The Advisor will be the primary provider of investment services to Mass Affluent clients, seeking full relationship growth across investments and banking products.

Licensing requirements include FINRA SIE/S7/S66 or S63 and 65 and state life/health licenses; CFP is preferred.

Qualifications

• High School Diploma (required) or Bachelor's Degree (preferred)
• FINRA SIE, S7, S66/S63 and 65 licenses required upon hire
• Strong sales and relationship-building capabilities
• Proficiency with bank/ investment platforms and financial planning tools

Responsibilities

• Grow new clients and expand existing relationships with investable assets >$50,000, targeting $250,000–$2M segments
• Host holistic financial wellness conversations and develop comprehensive financial plans
• Provide needs-based investment solutions and coordinate with banking staff for cross-sell opportunities
• Meet sales and referral targets by leveraging book of business and leads

Job description

The Private Client Advisor focuses on KeyBank Mass Affluent clients, delivering investment solutions and financial planning in partnership with branch managers and Centers of Influence. The Advisor will be the primary provider of investment services to Mass Affluent clients, seeking full relationship growth across investments and banking products.

Licensing requirements include FINRA SIE/S7/S66 or S63 and 65 and state life/health licenses; CFP is preferred.