Private Client Advisor, Mass Affluent & Planning

KeyCorp; Harleysville, Northern (PA, KY); Hybrid; USD 56,000 - 69,000; Full time

Benefits offered by this job

Hybrid work model

Competitive compensation

Job summary

KeyCorp is seeking a Private Client Advisor in Harleysville, PA to grow Mass Affluent relationships by delivering investment solutions and financial planning based on client needs. This role partners with Retail Branch Managers to identify opportunities and manage a book of clients with investable assets from $50,000 upward.

The advisor will conduct holistic financial wellness discussions, build comprehensive plans, and coordinate delivery of investment products while supporting cross-sell

Qualifications

• Bachelor’s degree preferred; HS diploma acceptable with experience.
• FINRA SIE, S7, and S66/S63/65 licenses required or to be obtained upon hire.
• CFP certification preferred; state life/health insurance licenses required.

Responsibilities

• Grow new clients and expand relationships with Mass Affluent clients with investable assets starting at $50,000.
• Lead holistic Financial Wellness conversations and develop comprehensive financial plans.
• Provide investment solutions and cross-sell banking products through collaboration with branch staff.
• Achieve sales production and referral goals through book of business and referrals.
• Coordinate investment product delivery and coach branch personnel on process and delivery.

Skills

Client focus

Sales results

Team collaboration

Relationship building

Proactive communication

Education

High School Diploma or equivalent

Bachelor’s Degree (preferred)

FINRA SIE certification

FINRA Series 7

FINRA Series 66 or 63/65

Certified Financial Planner (CFP)

State Insurance Licenses (Life/Health)

Tools

Proprietary financial systems

Job description

KeyCorp is seeking a Private Client Advisor in Harleysville, PA to grow Mass Affluent relationships by delivering investment solutions and financial planning based on client needs. This role partners with Retail Branch Managers to identify opportunities and manage a book of clients with investable assets from $50,000 upward.

The advisor will conduct holistic financial wellness discussions, build comprehensive plans, and coordinate delivery of investment products while supporting cross-sell