Mass Affluent Private Client Advisor

KeyBank; Village of Brewster (NY); On-site; USD 53,000 - 72,000; Full time

Job summary

KeyBank in Brewster, NY is seeking a Private Client Advisor to serve our Mass Affluent client base, focusing on planning and financial wellness as the core methodology. You will be the primary provider of investment services to Mass Affluent clients, delivering solutions for new and existing relationships while identifying full relationship opportunities.

This evergreen posting builds a pipeline for future opportunities and requires partnering with Retail Branch Managers and Centers of Influence

Qualifications

• Experience understanding mass affluent client needs within a bank-based investment market.
• Proven track record of selling investment products and services.
• Strong client-centric focus with collaborative approach.
• Ability to work effectively in cross-functional teams.
• Proficiency with standard office equipment and financial systems.

Responsibilities

• Grow new clients and expand existing relationships with investable assets over $50,000.
• Host holistic Financial Wellness conversations and develop comprehensive financial plans.
• Offer needs-based investment solutions and partner with banking center staff.
• Meet sales production and referral goals from a book of business and referrals.
• Coordinate investment product delivery across branches and mentor staff.
• Develop a Center of Influence strategy to drive cross-sell opportunities.
• Comply with KeyBank policies and maintain professional conduct.

Skills

Client needs understanding

Sales results proven

Client-centric focus

Team collaboration

Office software

Education

High school diploma

Bachelor's degree

Job description

KeyBank in Brewster, NY is seeking a Private Client Advisor to serve our Mass Affluent client base, focusing on planning and financial wellness as the core methodology. You will be the primary provider of investment services to Mass Affluent clients, delivering solutions for new and existing relationships while identifying full relationship opportunities.

This evergreen posting builds a pipeline for future opportunities and requires partnering with Retail Branch Managers and Centers of Influence