Mass Affluent Private Wealth Advisor

KeyCorp; Cleveland (OH); On-site; USD 90,000 - 150,000; Full time

Job summary

KeyCorp's Private Client Advisor targets Mass Affluent clients with planning and financial wellness at the core. You will drive investment solutions and build relationships across branches, aiming to grow assets from $50k to $2 million and beyond.

Engage in holistic conversations, deliver needs-based financial strategies, and partner with branch teams to maximize referrals and service quality.

Qualifications

• Broad knowledge of client needs in bank-based investments.
• Proven ability to sell financial products and meet sales targets.
• Strong client-centric approach and teamwork.

Responsibilities

• Grow new Mass Affluent clients and expand relationships.
• Deliver comprehensive financial plans and investment solutions.
• Coordinate delivery of investment products across branches.
• Refer opportunities to banking partners and learn core bank products.

Skills

Client-centric

Sales

Team collaboration

Office software

Education

High School Diploma or equivalent

Bachelor's Degree (preferred)

Job description

KeyCorp's Private Client Advisor targets Mass Affluent clients with planning and financial wellness at the core. You will drive investment solutions and build relationships across branches, aiming to grow assets from $50k to $2 million and beyond.

Engage in holistic conversations, deliver needs-based financial strategies, and partner with branch teams to maximize referrals and service quality.