Mass Affluent Private Client Advisor

KeyCorp; King City (OR); On-site; USD 90,000 - 130,000; Full time

Job summary

KeyCorp is seeking a Private Client Advisor to serve Mass Affluent clients with planning and financial wellness at the core of their approach. You will act as the primary provider of investment services, delivering solutions and developing relationships with clients and Centers of Influence within KeyBank's Mass Affluent segment.

You will partner with branch managers and staff to deliver comprehensive financial plans, cross-sell banking products, and grow the book of business across investments

Qualifications

• FINRA SIE license required upon hire.
• FINRA S7 license required upon hire.
• CFP certification preferred; state Life/Health licenses required

Responsibilities

• Grow new clients and expand relationships with mass affluent clients.
• Provide investment solutions and comprehensive financial plans.
• Coordinate delivery of investment products with branch staff.
• Refer opportunities across banking products to maximize relationships.

Skills

Client relationships

Sales experience

Financial planning

Investment products

Team collaboration

Education

High School Diploma or equivalent

Bachelor's degree preferred

Job description

KeyCorp is seeking a Private Client Advisor to serve Mass Affluent clients with planning and financial wellness at the core of their approach. You will act as the primary provider of investment services, delivering solutions and developing relationships with clients and Centers of Influence within KeyBank's Mass Affluent segment.

You will partner with branch managers and staff to deliver comprehensive financial plans, cross-sell banking products, and grow the book of business across investments