Mass Affluent Private Client Associate

KeyBank; Yakima (WA); On-site; USD 72,151 - 88,184; Full time

Benefits offered by this job

Commission and incentive compensation

Job summary

KeyBank in Yakima, Washington is seeking an Associate Private Client Advisor to assist with planning and financial wellness for Mass Affluent clients. This role involves close collaboration with Private Client Advisors and Retail Branch Managers to maximize investment solutions delivery and referral opportunities.

The ideal candidate should possess strong sales abilities and a client-centric focus, with required licenses needed to perform effectively in this role.

Qualifications

• Experience in financial services or related field (preferred).
• FINRA Security Industry Essentials (SIE) Upon Hire (required).
• FINRA License S7 and S66 or S63 and S65 Upon Hire (required).

Responsibilities

• Partner with a Private Client Advisor in delivering investment products to clients.
• Assist in generating referrals from the client base.
• Work with retail branch teams to enhance service delivery.

Skills

Sales proficiency

Client-centric focus

Team collaboration

Investment knowledge

Education

High School Diploma or equivalent

Bachelor's Degree

Job description

KeyBank in Yakima, Washington is seeking an Associate Private Client Advisor to assist with planning and financial wellness for Mass Affluent clients. This role involves close collaboration with Private Client Advisors and Retail Branch Managers to maximize investment solutions delivery and referral opportunities.

The ideal candidate should possess strong sales abilities and a client-centric focus, with required licenses needed to perform effectively in this role.