Mass Affluent Wealth Advisor & Planner

KeyCorp; Eagle (ID); On-site; USD 50,000 - 61,000; Full time

Job summary

The Private Client Advisor focuses on our Mass Affluent client base, using planning and financial wellness as the foundation of their approach. The Advisor serves as the primary provider of investment services to KeyBank Mass Affluent clients, offering investment solutions and identifying full relationship opportunities.

Collaboration with Retail Branch Managers, teams, and Centers of Influence is essential, maintaining strong partnerships with all stakeholders.

Qualifications

• Broad knowledge of private banking and mass affluent clients.
• Experience selling investment products and services.
• Licensing requirements to obtain FINRA licenses.

Responsibilities

• Grow new clients and expand relationships with mass affluent clients.
• Lead holistic financial planning and investment solutions.
• Partner with branch staff to identify referral opportunities.
• Coordinate investment product delivery within assigned branches.

Skills

Client relationship

Sales skills

Financial planning

Team collaboration

Education

High School Diploma or equivalent

Bachelor's degree (preferred)

Tools

Proprietary financial systems

Job description

The Private Client Advisor focuses on our Mass Affluent client base, using planning and financial wellness as the foundation of their approach. The Advisor serves as the primary provider of investment services to KeyBank Mass Affluent clients, offering investment solutions and identifying full relationship opportunities.

Collaboration with Retail Branch Managers, teams, and Centers of Influence is essential, maintaining strong partnerships with all stakeholders.