Mass Affluent Private Client Advisor | Financial Wellness

KeyCorp; Covington (WA); On-site; USD 55,000 - 77,000; Full time

Job summary

KeyCorp's Private Client Advisor focuses on the Mass Affluent client base, using planning and financial wellness as the core methodology to deliver investment solutions for new and existing clients. The advisor builds strong partnerships with Retail Branch Managers and Centers of Influence, maintaining close collaboration with all partners in the bank.

The role emphasizes holistic financial wellness conversations, comprehensive financial planning, and seeking cross-sell opportunities across

Qualifications

• High school diploma required or bachelor's degree preferred.
• Experience selling investment and banking solutions to mass affluent clients.
• Ability to build relationships with branch staff and clients.

Responsibilities

• Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
• Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
• Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
• Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.
• Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB’s of the Consumer Bank, where appropriate.
• Be an active member of the Branch team.
• Engage licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
• Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
• Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Skills

Client relationship

Consultative sales

Team collaboration

Customer focus

Financial services systems

Education

High School Diploma

Bachelor's Degree

Job description

KeyCorp's Private Client Advisor focuses on the Mass Affluent client base, using planning and financial wellness as the core methodology to deliver investment solutions for new and existing clients. The advisor builds strong partnerships with Retail Branch Managers and Centers of Influence, maintaining close collaboration with all partners in the bank.

The role emphasizes holistic financial wellness conversations, comprehensive financial planning, and seeking cross-sell opportunities across