Mass Affluent Private Wealth Advisor

KeyBank; Covington (WA); In loco; USD 55.000 - 77.000; Tempo pieno

Descrizione del lavoro

KeyCorp's Private Client Advisor role focuses on Mass Affluent clients, delivering investment solutions and driving relationship growth, while partnering with branch teams and centers of influence.

The advisor will lead holistic financial wellness conversations, develop comprehensive financial plans, and uncover full household opportunities, including investments and banking products, to expand assets under management.

Competenze

• High School Diploma required; Bachelor's preferred.
• FINRA SIE, S7, and S66/S63/S65 licenses required upon hire.
• Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) required.
• CFP certification preferred.

Mansioni

• Grow new clients and expand relationships with Mass Affluent clients.
• Host Financial Wellness conversations and develop comprehensive financial plans.
• Provide needs-based investment solutions and cross-sell with banking staff.
• Meet sales production and referral goals using a proactive book of business.
• Coordinate investment product delivery with branches and centers of influence.

Conoscenze

Consultative sales

Relationship building

Financial planning

Team collaboration

Financial awareness

Formazione

High School Diploma

Bachelor's Degree

Strumenti

FINRA SIE

FINRA S7

FINRA S66/S63/S65

CFP (preferred)

Life/Health Licenses

Descrizione del lavoro

KeyCorp's Private Client Advisor role focuses on Mass Affluent clients, delivering investment solutions and driving relationship growth, while partnering with branch teams and centers of influence.

The advisor will lead holistic financial wellness conversations, develop comprehensive financial plans, and uncover full household opportunities, including investments and banking products, to expand assets under management.