Mass Affluent Private Client Advisor (Hybrid)

KeyBank; Oak Harbor (WA); Hybrid; USD 68,000 - 100,000; Full time

Job summary

KeyBank is seeking a Private Client Advisor in the Oak Harbor area to serve mass affluent clients with planning and financial wellness as core methodologies. You will provide investment solutions and collaborate with branch teams to deliver comprehensive wealth management services.

Responsibilities include growing client relationships, delivering holistic financial plans, and achieving sales/referral targets within a $250k–$2M investable assets range.

Qualifications

• FINRA SIE, S7, S66 or S63 and S65 licenses required at hire.
• Life, Variable, and Accident/Health or Life & Disability licenses required

Responsibilities

• Grow new clients with $50k+ investable assets and target $250k–$2M.
• Host holistic Financial Wellness conversations and develop comprehensive financial plans.
• Offer needs-based investment solutions and partner with banking staff.
• Meet sales and referral goals using book of business and referrals.
• Coordinate investment product delivery with branch staff and mentor personnel.

Skills

Strong sales results

Client-centric mindset

Team collaboration

Office software proficiency

Education

High School Diploma or equivalent

Bachelor's Degree preferred

Job description

KeyBank is seeking a Private Client Advisor in the Oak Harbor area to serve mass affluent clients with planning and financial wellness as core methodologies. You will provide investment solutions and collaborate with branch teams to deliver comprehensive wealth management services.

Responsibilities include growing client relationships, delivering holistic financial plans, and achieving sales/referral targets within a $250k–$2M investable assets range.