Mass Affluent Private Client Advisor & Financial Planner

KeyBank; Pittsburgh (Allegheny County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Commission and deferred incentive compensation

Flexible workspace options for mobile roles

Job summary

KeyBank is seeking a Private Client Advisor in Pittsburgh to focus on our Mass Affluent clients. You will lead with financial wellness solutions and investment services, establishing strong partnerships with branch managers and teams to grow client relationships.

The ideal candidate will develop comprehensive financial plans to uncover growth opportunities and achieve sales goals, ensuring high standards of professional conduct are maintained.

Qualifications

• Strong knowledge of financial wellness and investment solutions.
• Ability to develop comprehensive financial plans.
• Demonstrated ability to grow client relationships.

Responsibilities

• Manage and grow relationships with clients having investable assets over $250,000.
• Conduct financial wellness conversations and planning.
• Collaborate with bank branch personnel for referrals and opportunities.

Skills

Client centric focus

Sales ability

Collaborative team member

Knowledge of investment products

Education

High School Diploma or equivalent experience

Bachelor’s Degree

Job description

KeyBank is seeking a Private Client Advisor in Pittsburgh to focus on our Mass Affluent clients. You will lead with financial wellness solutions and investment services, establishing strong partnerships with branch managers and teams to grow client relationships.

The ideal candidate will develop comprehensive financial plans to uncover growth opportunities and achieve sales goals, ensuring high standards of professional conduct are maintained.