Mass Affluent Private Client Associate

KeyBank; Pittsburgh (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Commission and deferred incentives

Job summary

KeyBank in Pittsburgh seeks an Associate Private Client Advisor to partner with Private Client Advisors, focusing on Mass Affluent clients and financial wellness through investment solutions. You will establish strong partnerships with Retail Branch Managers and Centers of Influence to deliver comprehensive financial planning and investment services.

This evergreen posting builds a pipeline for future openings; success hinges on relationship-building, in-branch collaboration, and a drive to grow

Qualifications

• FINRA SIE, S7, and S66/S63 with S65 required upon hire; licenses to be obtained within offer period.
• Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) required upon hire.

Responsibilities

• Partner with a Private Client Advisor to coordinate investment product delivery for Mass Affluent clients, including client management and service delivery.
• Be an active branch team member, participating in in-person Branch Huddles and Debriefs and providing in-branch client services.
• Assist in engaging licensed and non-licensed Branch personnel to identify investment referral opportunities.
• Develop understanding of Key Investment Services solutions to support cross-selling and referrals to Consumer Bank.
• Utilize a consultative sales process to offer needs-based financial solutions and a range of investment products.
• Help achieve sales production and referral goals by working the book of business and closing referrals through financial planning.
• Partner with Private Client Advisor to grow year-over-year revenue and strengthen relationships.
• Develop a strong Center of Influence strategy with Retail Bank and comply with all KeyBank policies.

Skills

Financial services sales

Mass Affluent experience

Client relationship building

Cross-selling

Team collaboration

Consultative selling

Education

High School Diploma or equivalent

Bachelor's Degree (preferred)

Job description

KeyBank in Pittsburgh seeks an Associate Private Client Advisor to partner with Private Client Advisors, focusing on Mass Affluent clients and financial wellness through investment solutions. You will establish strong partnerships with Retail Branch Managers and Centers of Influence to deliver comprehensive financial planning and investment services.

This evergreen posting builds a pipeline for future openings; success hinges on relationship-building, in-branch collaboration, and a drive to grow