Mass Affluent Wealth Advisor & Financial Planning

KeyBank; Springboro (OH); In loco; USD 75.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Commission-based pay

Deferred incentives

Descrizione del lavoro

KeyBank is seeking a Private Client Advisor to serve Mass Affluent clients, delivering investment solutions and holistic financial plans. The role focuses on expanding relationships and driving referrals through strong partnerships with branch teams and centers of influence.

The position requires licensure milestones and the ability to manage a book of clients with investable assets from $50k to $2M, including occasional travel to multiple branches.

Competenze

• Broad knowledge of client needs in investment and banking products.
• Proven ability to grow client relationships and meet sales targets.
• Experience with holistic financial planning and wealth advice.

Mansioni

• Grow new clients with investable assets > $50k and expand existing relationships.
• Develop financial plans for clients with investable assets $250k to $2M.
• Coordinate investment product delivery with branch staff and cross-sell banking products.
• Lead investment referrals and partner with retail branch teams for growth.

Conoscenze

Sales experience

Relationship management

Client-centric

Team collaboration

Financial services systems

Formazione

Bachelor's degree

High School Diploma or equivalent experience

Equivalent experience

Strumenti

Office software

Proprietary financial services systems

Descrizione del lavoro

KeyBank is seeking a Private Client Advisor to serve Mass Affluent clients, delivering investment solutions and holistic financial plans. The role focuses on expanding relationships and driving referrals through strong partnerships with branch teams and centers of influence.

The position requires licensure milestones and the ability to manage a book of clients with investable assets from $50k to $2M, including occasional travel to multiple branches.