Mass Affluent Private Client Advisor - Wealth Planning

KeyBank; South Bend (IN); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Commission & Deferred Incentives

Job summary

KeyBank in South Bend seeks a Private Client Advisor focused on the Mass Affluent client base, delivering investment solutions and financial wellness planning. You will establish partnerships with Retail Branch Managers and Centers of Influence to grow relationships and cross-sell banking products.

The role requires FINRA SIE and S7 upon hire, plus licenses for life/health insurance; CFP preferred. A Bachelor's degree is favored with a high school diploma as minimum, and occasional travel to

Qualifications

• High School Diploma or equivalent required.
• Bachelor's Degree preferred.
• FINRA SIE license required upon hire.
• S7 license required upon hire.
• S66 or S63 and S65 licenses required upon hire.
• CFP preferred.
• Residential state life/health insurance licenses required.
• Licenses must be obtained if not on hire.

Responsibilities

• Grow new clients and expand relationships with assets >$50k; target $250k–$2M.
• Lead holistic Financial Wellness conversations and develop comprehensive financial plans.
• Provide needs-based investment solutions and partner with banking staff.
• Meet sales/ referral goals through managed book and referrals.
• Cross-sell Key Investment Services and Core bank products.
• Coordinate investment product delivery across branches and coach staff.
• Develop Center of Influence partnerships within the Consumer Bank.
• Adhere to KeyBank policies and maintain ethical standards.

Skills

Client relationships

Sales experience

Financial planning

Cross-LOB collaboration

Communication

Time management

Education

High School Diploma

Bachelor's degree

Job description

KeyBank in South Bend seeks a Private Client Advisor focused on the Mass Affluent client base, delivering investment solutions and financial wellness planning. You will establish partnerships with Retail Branch Managers and Centers of Influence to grow relationships and cross-sell banking products.

The role requires FINRA SIE and S7 upon hire, plus licenses for life/health insurance; CFP preferred. A Bachelor's degree is favored with a high school diploma as minimum, and occasional travel to