Mass Affluent Private Client Advisor

KeyCorp; Hilliard (OH); Hybrid; USD 85,000 - 110,000; Full time

Job summary

KeyBank in Ohio seeks a Private Client Advisor to serve Mass Affluent clients, focusing on financial planning and wellness as core methods. You will deliver investment solutions, grow relationships, and collaborate with branch teams and centers of influence to uncover opportunities.

Responsibilities include managing clients with investable assets from $50,000 to $2 million, conducting holistic financial planning, and coordinating delivery of investment products across banking centers while

Qualifications

• High School Diploma or equivalent; Bachelor's preferred.
• Licenses required within hire: SIE, S7, S66/S63/S65.
• CFP preferred and state insurance licenses.

Responsibilities

• Grow new clients and expand relationships with Mass Affluent clients ($50k+ investable assets).
• Provide investment solutions and holistic financial plans for assets from $250k to $2M.
• Coordinate investment product delivery with branch staff and Centers of Influence.
• Develop a strong Center of Influence strategy to drive referrals and cross-sell.
• Maintain ensure compliance and act in clients' best interests.

Job description

KeyBank in Ohio seeks a Private Client Advisor to serve Mass Affluent clients, focusing on financial planning and wellness as core methods. You will deliver investment solutions, grow relationships, and collaborate with branch teams and centers of influence to uncover opportunities.

Responsibilities include managing clients with investable assets from $50,000 to $2 million, conducting holistic financial planning, and coordinating delivery of investment products across banking centers while