Mass Affluent Private Client & Investment Advisor

KeyCorp; Moses Lake (WA); On-site; USD 77,000 - 105,000; Full time

Benefits offered by this job

Commission eligibility

Base salary

Job summary

KeyCorp’s Private Client Advisor focuses on the Mass Affluent client base, delivering investment solutions and financial wellness guidance as the core approach. The role serves as the primary provider of investment services to Mass Affluent clients, building strong partnerships with Retail Branch Managers and Centers of Influence to grow relationships.

The Advisor will work with clients on comprehensive financial planning, investments, and cross-selling related banking products, while

Qualifications

• Experience selling investment products to affluent clients.
• Strong client-centric focus and relationship-building skills.
• Ability to collaborate with branch staff and centers of influence to uncover opportunities.

Responsibilities

• Grow new clients and expand relationships above $50,000 in investable assets.
• Target clients with $250k to $2M investable assets and execute a structured sales plan.
• Coordinate with branch teams to uncover full relationship opportunities.
• Develop a Center of Influence strategy with banking partners.
• Meet sales and referral goals through client book and referrals.

Skills

Sales experience

Client relationship

Banking investment knowledge

Team collaboration

Education

High School Diploma or equivalent

Bachelor's Degree preferred

Job description

KeyCorp’s Private Client Advisor focuses on the Mass Affluent client base, delivering investment solutions and financial wellness guidance as the core approach. The role serves as the primary provider of investment services to Mass Affluent clients, building strong partnerships with Retail Branch Managers and Centers of Influence to grow relationships.

The Advisor will work with clients on comprehensive financial planning, investments, and cross-selling related banking products, while