Private Client Advisor

KeyBank; City of Albany (NY); Presencial; USD 56.000 - 69.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Commission & deferred incentive

Base salary + benefits

Descripción de la vacante

KeyBank Albany is seeking a Private Client Advisor to serve Mass Affluent clients with a focus on planning and financial wellness as the core methodology. The Advisor will deliver investment solutions to new and existing clients while building strong partnerships with Retail Branch Managers and Centers of Influence.

Role includes growing new clients with $250k–$2M investable assets, conducting holistic financial wellness conversations, and collaborating across banking center teams to uncover

Formación

• 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.
• Proven ability to work as a collaborative team member.
• Ability to use standard office equipment, proprietary financial services systems.

Responsabilidades

• Grow new Mass Affluent clients and expand existing relationships with investable assets between $250,000 and $2 million.
• Host holistic Financial Wellness conversations and complete comprehensive financial plans.
• Provide needs-based investment solutions and cross-sell banking products in collaboration with branch staff.
• Achieve sales production and referral goals through managed book and referrals.
• Develop a Center of Influence strategy with branch teams and other partners.

Conocimientos

Sales experience

Client-centric

Team player

Financial services systems

Educación

Bachelor's degree

High School Diploma or equivalent

Descripción del empleo

Private Client Advisor# Key Careers## Private Client AdvisorApply: Albany, NY: Full time: Posted Today: End Date: February 5, 2027 (30+ days left to apply): R-43174**Location:**1900 Central Avenue - Albany, New York 12205**Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position**.** **Essential Functions*** Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.* Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.* Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.* Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.* Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB’s of the Consumer Bank, where appropriate.* Be an active member and participant of the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.* Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.* Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.* Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice* Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.**Education*** High School Diploma or equivalent experience (required) or* Bachelor's Degree strongly preferred given the organization's focus on professional growth and credential attainment. Candidates without a bachelor's degree may be considered based on relevant experience, qualifications, and business need. (preferred)* OR equivalent experience (required)**Licenses and Certifications*** FINRA Security Industry Essentials (SIE) (required)* FINRA License S7 (required)* FINRA License S66 or S63 and 65 (required)* Certified Financial Planner (CFP) (preferred)* Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)* In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment.**Skills*** 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.* Proven ability to work as a collaborative team member.* Ability to use standard office equipment, proprietary financial services systems.**Core Competencies*** All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.**Physical Demands*** General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.**Travel*** Occasional travel to include overnight stay.**Driving Requirements*** May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.**Work Location Category*** BranchCOMPENSATION AND BENEFITSThis position is eligible to earn commission and deferred incentive compensation.This position is eligible to earn a base salary rate of $62,400 annually.Please click here for a list of benefits for which this position is eligible.Job Posting Expiration Date: 02/05/2027