Mass Affluent Private Client Advisor

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

Job summary

KeyBank is seeking a Private Client Advisor to serve the Mass Affluent client base, focusing on financial wellness and planning as core methods. You will provide investment solutions and establish relationships with Retail Branch Managers and Centers of Influence to drive growth and service quality.

Primary responsibilities include expanding client assets, delivering holistic financial plans, and coordinating investment delivery across branches, while complying with KeyBank policies and

Qualifications

• High School Diploma required or Bachelor's Degree preferred.
• Ability to obtain required FINRA licenses upon hire per policy.
• Licenses and CFP preferred as applicable to the role.

Responsibilities

• Grow new clients and expand relationships with clients over $50,000 in investable assets.
• Target and execute a sales process for clients with investable assets between $250k and $2M.
• Conduct holistic Financial Wellness conversations and develop comprehensive financial plans.
• Provide needs-based financial solutions and cross-sell banking products.
• Meet sales production and referral goals through managed book and referrals.
• Coordinate investment product delivery within Branches and mentor staff.

Skills

Sales experience

Client focus

Team collaboration

Proficiency with financial systems

Licensing timeline awareness

Education

High School Diploma

Bachelor's Degree

Tools

FINRA SIE

FINRA S7

FINRA S66/S63/S65

CFP (preferred)

Job description

KeyBank is seeking a Private Client Advisor to serve the Mass Affluent client base, focusing on financial wellness and planning as core methods. You will provide investment solutions and establish relationships with Retail Branch Managers and Centers of Influence to drive growth and service quality.

Primary responsibilities include expanding client assets, delivering holistic financial plans, and coordinating investment delivery across branches, while complying with KeyBank policies and