Mass Affluent Private Client Advisor—Investments & Wellness

KeyCorp; Moses Lake (WA); On-site; USD 70,000 - 86,000; Full time

Benefits offered by this job

Commission eligibility

Deferred incentive compensation

Job summary

KeyCorp in Moses Lake, WA seeks a Private Client Advisor to serve Mass Affluent clients with a focus on financial wellness and planning. You will deliver investment solutions, build relationships with Retail Branch staff, and pursue full household opportunities.

Responsibilities include growing new clients with investable assets from $50k to $2M+, hosting financial wellness sessions, and coordinating with branch teams to provide comprehensive solutions.

Qualifications

• Broad knowledge of clients and partners in bank-based investment space.
• Proven ability to sell investment products and services.
• Strong client-centric focus and teamwork.

Responsibilities

• Grow new clients and expand relationships with investable assets >$50k.
• Conduct holistic financial wellness conversations and comprehensive financial plans.
• Coordinate investment product delivery with branch staff and centers of influence.
• Develop a strong Center of Influence strategy and cross-sell banking products.

Skills

Client relationship

Sales experience

Financial planning

Team collaboration

Education

High School diploma or equivalent

Bachelor’s degree preferred

Job description

KeyCorp in Moses Lake, WA seeks a Private Client Advisor to serve Mass Affluent clients with a focus on financial wellness and planning. You will deliver investment solutions, build relationships with Retail Branch staff, and pursue full household opportunities.

Responsibilities include growing new clients with investable assets from $50k to $2M+, hosting financial wellness sessions, and coordinating with branch teams to provide comprehensive solutions.