Mass Affluent Wealth Advisor

KeyCorp; Hilliard (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

KeyBank is seeking a Private Client Advisor focused on Mass Affluent clients, delivering investment solutions and holistic financial wellness. You will build relationships with branch teams and centers of influence while pursuing cross-sell opportunities across banking and investments.

The role requires licensing (SIE, S7, S66/S63/65) and state Life/Health licensing; CFP preferred. Expect a commission-enabled environment with travel between branches as needed.

Qualifications

• High School Diploma or equivalent required; Bachelor's degree preferred.
• FINRA SIE, S7, S66/S63 and 65 required upon hire; CFP preferred.
• Residential state licenses for Life, Variable and Health or Life & Disability required.

Responsibilities

• Grow new clients and expand relationships with assets over $50k.
• Target clients with investable assets between $250k and $2M and develop financial plans.
• Provide investment solutions and refer to banking products as appropriate.
• Coordinate investment product delivery with branch personnel and leadership.
• Meet sales and referral goals through proactive relationship management.

Skills

Sales experience

Client relationship skills

Team collaboration

Office software

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

Proprietary financial systems

Job description

KeyBank is seeking a Private Client Advisor focused on Mass Affluent clients, delivering investment solutions and holistic financial wellness. You will build relationships with branch teams and centers of influence while pursuing cross-sell opportunities across banking and investments.

The role requires licensing (SIE, S7, S66/S63/65) and state Life/Health licensing; CFP preferred. Expect a commission-enabled environment with travel between branches as needed.