Mass Affluent Wealth Planner

KeyCorp; Saco (ME); On-site; USD 90,000 - 180,000; Full time

Job summary

KeyCorp is seeking a Private Client Advisor focused on the Mass Affluent client base, delivering investment solutions and comprehensive financial plans. You will partner with Retail Branch Managers and Centers of Influence to grow relationships and uncover full household opportunities.

You will coach branch personnel, coordinate investment product delivery, and drive referrals to cross-sell banking products. Equal emphasis on compliance and client service defines this role.

Qualifications

• Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space.
• Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
• Strong client centric focus; ability to work as a collaborative team member.

Responsibilities

• Grow new clients and expand relationships with clients with investable assets over $50,000; target $250,000 to $2 million and execute a consistent sales process and financial plan.
• Provide comprehensive, needs-based financial solutions and a range of investment products in partnership with banking staff.
• Achieve sales production and referrals goals using book of business and referrals.
• Develop understanding of Key Investment Services to support cross-selling and learn core banking products for referrals.
• Be an active Branch team member and coach/mentor staff to identify investment referrals.
• Develop Center of Influence strategies across the Consumer Bank and coordinate investment product delivery within assigned branches.

Skills

Sales skills

Client relationships

Team collaboration

Financial systems

Education

High School Diploma or equivalent

Bachelor's Degree (preferred)

CFP (preferred)

Tools

Financial services systems

Job description

KeyCorp is seeking a Private Client Advisor focused on the Mass Affluent client base, delivering investment solutions and comprehensive financial plans. You will partner with Retail Branch Managers and Centers of Influence to grow relationships and uncover full household opportunities.

You will coach branch personnel, coordinate investment product delivery, and drive referrals to cross-sell banking products. Equal emphasis on compliance and client service defines this role.