Private Client Advisor – Mass Affluent Investments

KeyBank; Wenatchee (WA); On-site; USD 65,000 - 89,000; Full time

Job summary

KeyBank is seeking a Private Client Advisor focused on Mass Affluent clients, delivering investment solutions and comprehensive financial planning. You will collaborate closely with Retail Branch Managers, teams, and Centers of Influence to uncover full household opportunities.

The role emphasizes holistic financial wellness conversations, cross-selling, and relationship expansion with clients holding $250k–$2M in investable assets. Strong knowledge of Key Investment Services is required.

Qualifications

• Grow new clients with $50k+ investable assets and manage $250k–$2M opportunities.
• Host holistic Financial Wellness conversations and complete comprehensive financial plans.

Responsibilities

• Grow new clients with $50k+ investable assets.
• Lead holistic Financial Wellness conversations and comprehensive financial plans.
• Provide needs-based investment solutions with cross-sell to banking partners.
• Meet sales production and referral targets.
• Cross-sell investment services and core bank products.
• Coordinate delivery of investment products across branches and coach staff.
• Develop Center of Influence partnerships.
• Maintain compliance with company policies.

Skills

Relationship development

Consultative sales

Client-centric

Team collaboration

Financial planning

Investment knowledge

Proprietary systems

Education

High School Diploma or equivalent

Bachelor's Degree preferred

FINRA SIE

FINRA S7

FINRA S66/S63/S65

CFP (preferred)

Life/Health Insurance Licenses (required)

Tools

Proprietary financial services systems

Job description

KeyBank is seeking a Private Client Advisor focused on Mass Affluent clients, delivering investment solutions and comprehensive financial planning. You will collaborate closely with Retail Branch Managers, teams, and Centers of Influence to uncover full household opportunities.

The role emphasizes holistic financial wellness conversations, cross-selling, and relationship expansion with clients holding $250k–$2M in investable assets. Strong knowledge of Key Investment Services is required.