Mass Affluent Private Wealth Advisor

KeyCorp

Seattle (WA)

On-site

USD 90,000 - 160,000

Full time

4 days ago

Be an early applicant

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

KeyCorp in Seattle seeks a Private Client Advisor focused on Mass Affluent clients, delivering planning and financial wellness as core methods. You will be the primary investment advisor for Mass Affluent clients, offering investment solutions and expanding relationships with banking centers.

Collaborate with Retail Branch Managers and Centers of Influence; build relationships; maintain robust partnerships; lead with holistic financial wellness conversations and comprehensive financial planning

Qualifications

FINRA SIE, S7, S66/63 and 65 required Upon Hire
CFP preferred
Resid ent State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) required
Licenses must be obtained if not held at time of hire and timeframe specified in offer letter

Responsibilities

Grow new clients and expand existing relationships with investable assets from $50,000 to $2 million.
Lead holistic Financial Wellness conversations and develop comprehensive financial plans.
Provide needs-based investment solutions and collaborate with banking center staff.
Meet sales production and referral goals by managing a book of business and referrals.
Cross-sell investment solutions and banking products to maximize client relationships.
Be an active, collaborative member of the Branch team and coordinate delivery of investment products.