Mass Affluent Wealth Advisor

KeyBank; East Haven (CT); On-site; USD 60,000 - 100,000; Full time

Job summary

KeyBank in East Haven is seeking a Private Client Advisor focused on the Mass Affluent client base. The role involves providing investment solutions, establishing partnerships with branch teams, and executing sales plans targeting clients with investable assets from $250,000 to $2 Million. Required qualifications include a High School Diploma or equivalent, along with various FINRA licenses upon hire. A collaborative approach and strong client-focus are crucial for success in maximizing client relationships and sales production, with the potential for commission and deferred incentives.

Qualifications

• Duties include securing and growing client relationships with investable assets between $250,000 and $2 Million.
• Requires FINRA licenses (S7, S66/S63 and 65) upon hire.
• Preferred: Certified Financial Planner (CFP) certification.

Responsibilities

• Grow new clients and expand existing relationships.
• Host holistic Financial Wellness conversations.
• Develop understanding of Key Investment Services.

Skills

Sales ability

Client-centric focus

Team collaboration

Education

High School Diploma or equivalent experience

Bachelor's Degree

Job description

KeyBank in East Haven is seeking a Private Client Advisor focused on the Mass Affluent client base. The role involves providing investment solutions, establishing partnerships with branch teams, and executing sales plans targeting clients with investable assets from $250,000 to $2 Million. Required qualifications include a High School Diploma or equivalent, along with various FINRA licenses upon hire. A collaborative approach and strong client-focus are crucial for success in maximizing client relationships and sales production, with the potential for commission and deferred incentives.