Mass Affluent Private Client Advisor — Wealth Planner

KeyCorp; Twin Falls (ID); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Commission incentives

Hybrid work options

Job summary

KeyCorp's Private Client Advisor will focus on our Mass Affluent clients, using financial planning and wellness as the core approach and leading with these concepts.

The Advisor will be the primary provider of investment services to Mass Affluent clients, delivering investment solutions for new and existing relationships while uncovering full relationship opportunities across investments and banking products.

Qualifications

• High school diploma or equivalent; bachelor's preferred.
• FINRA SIE, Series 7, and Series 66/63/65 licenses required upon hire.
• Resident state licenses for Life, Variable, and Health or Life & Disability required.
• CFP certification preferred.
• Licenses must be obtained if not on hire.

Responsibilities

• Grow new clients and expand relationships with Mass Affluent clients.
• Lead with financial wellness and comprehensive financial planning.
• Provide investment solutions and refer to banking products.
• Coordinate with branch staff and centers of influence to maximize referrals.
• Meet sales production and referral goals and mentor branch personnel.

Skills

Investment market knowledge

Sales results

Client-centric focus

Collaborative teamwork

Office software skills

Education

High School Diploma or equivalent

Bachelor's Degree preferred

Job description

KeyCorp's Private Client Advisor will focus on our Mass Affluent clients, using financial planning and wellness as the core approach and leading with these concepts.

The Advisor will be the primary provider of investment services to Mass Affluent clients, delivering investment solutions for new and existing relationships while uncovering full relationship opportunities across investments and banking products.