Mass Affluent Private Client Wealth Advisor

KeyBank

Seattle (WA)

On-site

USD 90,000 - 140,000

Full time

13 hours ago

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Job summary

KeyBank is seeking a Private Client Advisor in Seattle to lead with financial wellness and planning for Mass Affluent clients. You will provide investment solutions, establish strong partnerships with Retail Branch Managers and Centers of Influence, and identify full relationship opportunities across investments and banking.

The role emphasizes holistic financial planning, cross-selling, and coordinating delivery with branch staff to maximize client needs and solutions.

Qualifications

High School Diploma or equivalent (required); Bachelor's Degree preferred.
FINRA SIE, S7, S66 or S63 and 65 required upon hire.
Resident state licenses (Life, Variable, and Accident/Health or Life & Disability) required.
CFP certification preferred.
If licenses are not held at hire, they must be obtained within the time frame in the offer letter.

Responsibilities

Grow new clients and expand relationships with clients with investable assets >$50,000 and target assets $250k–$2M.
Host holistic Financial Wellness conversations and complete comprehensive financial plans.
Offer a range of investment solutions and partner with banking center staff.
Achieve sales production and referral goals through a book of business and referrals.
Coordinate investment product delivery and mentor branch personnel.
Develop Center of Influence partnerships across the Consumer Bank.