Mass Affluent Private Client Advisor

KeyCorp; North Huntingdon Township (Westmoreland County); On-site; USD 90,000 - 130,000; Full time

Job summary

KeyCorp is hiring a Private Client Advisor to grow and manage a mass affluent client base, focusing on planning and financial wellness. You will serve as the primary investment advisor for clients with $50k+ investable assets and up to $2M in opportunities, collaborating with branch teams to uncover full relationship potential.

Essential duties include holistic financial planning, offering a range of investment solutions, and achieving sales/referral goals while ensuring compliance and

Qualifications

• SIE license required upon hire
• FINRA Series 7, 66/63-65 licenses upon hire (required)
• CFP preferred but not required
• State life/health licenses required or to be obtained within specified timeframe

Responsibilities

• Grow new client base with $50k+ investable assets and expand relationships
• Conduct holistic financial planning and wellness conversations
• Offer investment solutions and cross-sell banking products
• Build partnerships with branch staff and centers of influence
• Achieve sales production and referral goals for KeyBank mass affluent clients

Skills

Sales experience

Client relationship

Consultative selling

Cross-functional collaboration

Financial services knowledge

Education

High School Diploma or equivalent

Bachelor's degree (preferred)

Tools

Proprietary financial services systems

Job description

KeyCorp is hiring a Private Client Advisor to grow and manage a mass affluent client base, focusing on planning and financial wellness. You will serve as the primary investment advisor for clients with $50k+ investable assets and up to $2M in opportunities, collaborating with branch teams to uncover full relationship potential.

Essential duties include holistic financial planning, offering a range of investment solutions, and achieving sales/referral goals while ensuring compliance and