Mass Affluent Private Client Assistant

KeyCorp; Dresher (Montgomery County); On-site; USD 53,000 - 72,000; Full time

Job summary

The Associate Private Client Advisor collaborates with Private Client Advisors to serve Mass Affluent clients, focusing on planning and financial wellness as the basis for investment solutions. They build strong partnerships with Retail Branch Managers, teams, and Centers of Influence to foster broader client relationships.

This evergreen posting supports branch teams in providing in-person client services, identifying referral opportunities, and promoting cross-selling with core bank products.

Qualifications

• High School Diploma or equivalent (required).
• Bachelor's degree preferred.
• FINRA SIE, S7, S66 or S63 and S65 required (Upon Hire).
• CFP (preferred).
• State Insurance Licenses (Life, Variable, and Accident/Health) Upon Hire.

Responsibilities

• Coordinate and deliver investment product delivery for Mass Affluent clients.
• Work in a branch environment to provide in-person client services.
• Identify investment referral opportunities from clients and staff.
• Promote cross-selling with Bank products to develop full relationships.
• Grow year-over-year revenue with Private Client Advisor.

Skills

Due diligence

Investment knowledge

Sales experience

Client-centric

Team player

Office software

Education

High school diploma

Bachelor's degree

Tools

Proprietary systems

Job description

The Associate Private Client Advisor collaborates with Private Client Advisors to serve Mass Affluent clients, focusing on planning and financial wellness as the basis for investment solutions. They build strong partnerships with Retail Branch Managers, teams, and Centers of Influence to foster broader client relationships.

This evergreen posting supports branch teams in providing in-person client services, identifying referral opportunities, and promoting cross-selling with core bank products.