Mass Affluent Private Client Associate

KeyBank; Sears Corners (NY); On-site; USD 56,000 - 69,000; Full time

Job summary

KeyBank in Brewster, New York is seeking an Associate Private Client Advisor to support Private Client Advisors in delivering investment solutions to Mass Affluent clients and to build strong partnerships with Retail Branch Managers.

The role emphasizes needs-based financial planning, in-branch service, licensing compliance, and collaboration across branch staff to grow revenue while upholding Key's ethics.

Qualifications

• FINRA SIE, S7, S66/S63/S65 required upon hire.
• Resident state life/variable/health licenses required upon hire.
• CFP certification preferred.
• Licenses must be obtained within the time frame specified in your offer letter.
• Promotion to Private Client Advisor requires full licensing before advancement.

Responsibilities

• Coordinate delivery of investment products for Mass Affluent clients.
• Join branch team in in-person Branch Huddles and Debriefs.
• Provide in-branch client services.
• Identify investment referral opportunities from clients and existing bank base.
• Cross-sell Core Bank products to develop full relationships.
• Develop Center of Influence strategy with Retail Bank.

Skills

Due diligence

Investment knowledge

Sales experience

Client focus

Team collaboration

Office systems

Education

High school diploma

Bachelor's degree

Job description

KeyBank in Brewster, New York is seeking an Associate Private Client Advisor to support Private Client Advisors in delivering investment solutions to Mass Affluent clients and to build strong partnerships with Retail Branch Managers.

The role emphasizes needs-based financial planning, in-branch service, licensing compliance, and collaboration across branch staff to grow revenue while upholding Key's ethics.