Mass Affluent Private Client Associate - Financial Planning

KeyBank; Village of Brewster (NY); On-site; USD 56,000 - 69,000; Full time

Job summary

KeyBank is seeking an Associate Private Client Advisor to support Private Client Advisors in serving Mass Affluent clients with financial planning and investment solutions. The role emphasizes a strong partnership with branch teams, relationship-building, and referrals to expand full banking relationships.

Responsibilities include in-branch client services, collaborating with licensed and non-licensed staff, and leveraging Key Investment Services to maximize cross-sell opportunities while

Qualifications

• FINRA SIE and licenses required upon hire
• Experience in financial services or related field preferred
• Strong client-centric focus and communication skills

Responsibilities

• Partner with Private Client Advisor to deliver investment product solutions for Mass Affluent clients
• Engage branch personnel to identify investment referral opportunities
• Develop understanding of Key Investment Services and cross-sell to build full client relationships
• Support sales production by working referrals, book of business, and client needs assessments

Skills

Sales

Client relationship

Team collaboration

Financial services knowledge

Education

High School Diploma or equivalent

Bachelor's Degree

Job description

KeyBank is seeking an Associate Private Client Advisor to support Private Client Advisors in serving Mass Affluent clients with financial planning and investment solutions. The role emphasizes a strong partnership with branch teams, relationship-building, and referrals to expand full banking relationships.

Responsibilities include in-branch client services, collaborating with licensed and non-licensed staff, and leveraging Key Investment Services to maximize cross-sell opportunities while