Mass Affluent Private Wealth Advisor

KeyCorp; Beachwood (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

KeyBank in Beachwood, Ohio seeks a Private Client Advisor to manage Mass Affluent client relationships, delivering investment solutions and financial wellness planning. The role partners with branch teams to identify opportunities and drive referrals while maintaining fiduciary standards and licensing compliance.

The position emphasizes sales, client-centric service, and collaboration with retail managers to grow assets and deepen client relationships.

Qualifications

• Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space.
• Evidence of strong sales results in advising investment clients.
• Strong client-centric focus and ability to work as a team member.

Responsibilities

• Grow new clients and expand existing relationships with investable assets.
• Host holistic Financial Wellness conversations and complete comprehensive financial plans.
• Provide needs-based financial solutions and cross-sell with banking staff.

Skills

Client-centric focus

Sales ability

Collaborative teamwork

Financial knowledge

Proprietary systems

Education

High School Diploma or equivalent

Bachelor's Degree (preferred)

Tools

Proprietary financial systems

Job description

KeyBank in Beachwood, Ohio seeks a Private Client Advisor to manage Mass Affluent client relationships, delivering investment solutions and financial wellness planning. The role partners with branch teams to identify opportunities and drive referrals while maintaining fiduciary standards and licensing compliance.

The position emphasizes sales, client-centric service, and collaboration with retail managers to grow assets and deepen client relationships.