Mass Affluent Private Client Advisor & Planner

KeyBank; City of Albany (NY); Hybrid; USD 56,000 - 69,000; Full time

Benefits offered by this job

Hybrid work options

Commission eligibility

Deferrable incentive compensation

Job summary

KeyBank in Albany, NY is seeking a Private Client Advisor to focus on Mass Affluent clients, delivering investment solutions and financial wellness guidance. You will partner with Retail Branch Managers and centers of influence to build and grow client relationships, while cross-selling banking and investment products.

The role emphasizes a consultative sales process, comprehensive financial planning, and collaboration across the branch network to maximize client opportunities and referrals.

Qualifications

• Broad knowledge of characteristics and needs of banking clients and partners.
• Proven ability to sell investment products and services to clients.
• Strong client-centric focus and collaborative team orientation.
• Ability to use standard office equipment and financial systems.

Responsibilities

• Grow new clients and expand relationships with mass affluent clients.
• Develop and execute a consultative financial plan for investment and banking needs.
• Collaborate with branch staff and Centers of Influence to generate referrals.
• Coordinate delivery of investment products within branches and mentor staff.
• Pursue cross-selling opportunities across investment and banking products.

Skills

Sales experience

Client focus

Team player

Office software

Education

High school diploma

Bachelor's degree

Tools

Proprietary financial systems

Job description

KeyBank in Albany, NY is seeking a Private Client Advisor to focus on Mass Affluent clients, delivering investment solutions and financial wellness guidance. You will partner with Retail Branch Managers and centers of influence to build and grow client relationships, while cross-selling banking and investment products.

The role emphasizes a consultative sales process, comprehensive financial planning, and collaboration across the branch network to maximize client opportunities and referrals.