Mass Affluent Private Client Advisor Associate

KeyBank; New York (NY); Presencial; USD 62.000 - 70.000; Jornada completa

Descripción de la vacante

KeyBank seeks an Associate Private Client Advisor to support Private Client Advisors in serving Mass Affluent clients with planning and financial wellness at the core of investment solutions. This role partners with Retail Branch Managers, teams, and Centers of Influence to deliver comprehensive investment services.

The position is evergreen, designed to build a pipeline for future openings. You will work in a branch environment, provide in-person client service, and collaborate with licensed

Formación

• Experience in financial services or a related field preferred.
• Demonstrated ability to sell products and services to investment clients.
• Strong client-centric focus and collaborative mindset.

Responsabilidades

• Partner with a Private Client Advisor to coordinate investment product delivery for Mass Affluent clients.
• Engage branch personnel to identify investment referral opportunities and grow referrals.
• Develop understanding of Key Investment Services solutions to support cross-selling and full banking relationships.
• Support branch teams with needs-based financial solutions and revenue growth.

Conocimientos

Client relations

Sales oriented

Financial services knowledge

Team collaboration

Educación

Bachelor's Degree

High School Diploma or equivalent

Descripción del empleo

KeyBank seeks an Associate Private Client Advisor to support Private Client Advisors in serving Mass Affluent clients with planning and financial wellness at the core of investment solutions. This role partners with Retail Branch Managers, teams, and Centers of Influence to deliver comprehensive investment services.

The position is evergreen, designed to build a pipeline for future openings. You will work in a branch environment, provide in-person client service, and collaborate with licensed