Mass Affluent Private Client Associate Growth

KeyBank; Northern (KY); Hybrid; USD 56,000 - 69,000; Full time

Job summary

KeyCorp is seeking an Associate Private Client Advisor in Dresher, PA to support Private Client Advisors. You will work in-branch, delivering investment solutions to Mass Affluent clients, and coordinate with branch staff to maximize referrals and client service.

You will engage licensed and non-licensed personnel, learn Key Investment Services, and help grow cross-sell opportunities while meeting sales and referral targets in a collaborative team setting.

Qualifications

• High School diploma or equivalent required; Bachelor's degree preferred.
• FINRA SIE, S7, and S66/S63/S65 licenses required upon hire; CFP preferred.
• Experience in financial services or related field.

Responsibilities

• Partner with a Private Client Advisor in coordinating investment product delivery for Mass Affluent clients.
• Engage licensed and non-licensed branch personnel to identify investment referral opportunities.
• Develop a strong understanding of Key Investment Services solutions to support cross-selling.
• Participate in in-person Branch Huddles and Debriefs; work in a branch environment.
• Assist in achieving sales production and referral goals by working the book of business.

Skills

Due diligence

Investment products knowledge

Sales results

Client relationship management

Team collaboration

Office software proficiency

Education

High School Diploma or equivalent

Bachelor's Degree

Job description

KeyCorp is seeking an Associate Private Client Advisor in Dresher, PA to support Private Client Advisors. You will work in-branch, delivering investment solutions to Mass Affluent clients, and coordinate with branch staff to maximize referrals and client service.

You will engage licensed and non-licensed personnel, learn Key Investment Services, and help grow cross-sell opportunities while meeting sales and referral targets in a collaborative team setting.