Mass Affluent Private Wealth Advisor

KeyBank; Salt Lake City (UT); In loco; USD 47.000 - 63.000; Tempo pieno

Descrizione del lavoro

KeyCorp is seeking a Private Client Advisor to serve Mass Affluent clients with planning and financial wellness as core methodologies. You will lead investment solutions for new and existing clients and pursue full relationship growth through cross-selling across banking and investments.

You will collaborate with Retail Branch Managers and Centers of Influence, maintaining strong partnerships and ensuring compliant, needs-based financial advice.

Competenze

• Required FINRA licenses or in process; SIE, S7, S66/S63/65; Life/Health licenses may be required.
• Licenses must be obtained within offer period if not held at hire.
• Eligible for CFP licensure preferred.

Mansioni

• Grow new clients and expand relationships for $50k+ investable assets.
• Deliver investment solutions and comprehensive financial plans.
• Partner with branch staff to identify referrals and opportunities.
• Coordinate investment product delivery across branches.

Conoscenze

Client relationship management

Sales ability

Team collaboration

Financial planning

Proficiency with financial systems

Formazione

High School Diploma

Bachelor's Degree

Strumenti

Key Investment Software

CRM systems

Descrizione del lavoro

KeyCorp is seeking a Private Client Advisor to serve Mass Affluent clients with planning and financial wellness as core methodologies. You will lead investment solutions for new and existing clients and pursue full relationship growth through cross-selling across banking and investments.

You will collaborate with Retail Branch Managers and Centers of Influence, maintaining strong partnerships and ensuring compliant, needs-based financial advice.