Mass Affluent Private Client Advisor - Associate

COMFORT SYSTEMS; Pittsburgh (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Job summary

KeyBank is seeking an Associate Private Client Advisor to support Private Client Advisors in delivering investment solutions to Mass Affluent clients. The role partners with branch teams to maximize needs-based sales, while ensuring strong client service and regulatory compliance.

The position emphasizes licensing requirements, relationship-building with Retail Bank partners, and opportunities to grow revenue through referrals and comprehensive financial planning.

Qualifications

• Ability to conduct due diligence research for investment portfolios.
• Strong client-centric focus in Wealth/Investment services.
• Experience selling financial products and services with measurable results.
• Proven collaborative team player within a banking environment.
• Ability to use standard office equipment and financial systems.
• Licensing requirements upon hire or within specified time frame.

Responsibilities

• Partner with Private Client Advisor to deliver investment product services for Mass Affluent clients.
• Engage branch personnel to identify referral opportunities.
• Support cross-selling by understanding Key Investment Services solutions.
• Assist in achieving sales production and referral goals.
• Develop strong relationships with Retail Branch teams and influencers.
• Maintain regulatory and ethical standards in client interactions.

Skills

Due diligence research

Client-centric approach

Sales-oriented

Team collaboration

Consultative selling

Office software proficiency

Education

High School Diploma or equivalent

Bachelor's Degree (preferred)

Job description

KeyBank is seeking an Associate Private Client Advisor to support Private Client Advisors in delivering investment solutions to Mass Affluent clients. The role partners with branch teams to maximize needs-based sales, while ensuring strong client service and regulatory compliance.

The position emphasizes licensing requirements, relationship-building with Retail Bank partners, and opportunities to grow revenue through referrals and comprehensive financial planning.