Private Client Advisor: Wealth Planning & Growth

KeyCorp; Town of East Greenbush (NY); On-site; USD 53,000 - 72,000; Full time

Job summary

KeyCorp seeks a Private Client Advisor in East Greenbush, NY to serve Mass Affluent clients with planning and financial wellness as core value. You will lead with investment solutions, target $50k+ investable clients, and expand relationships through a structured sales process and holistic financial plans.

You'll collaborate with Retail Branch Managers and Centers of Influence, coordinate delivery of investment products, and aim to drive referrals while growing assets up to $2 million.

Qualifications

• High School Diploma or equivalent experience required; Bachelor's Degree preferred.
• Licenses/Certifications: FINRA SIE Upon Hire; FINRA S7 Upon Hire; FINRA S66 or S63 and 65 Upon Hire; CFP preferred; Life/Variable/Accident & Health licenses Upon Hire.
• If licenses are not held at time of hire, they must be obtained within the time frame specified in the offer letter.

Responsibilities

• Grow new clients and expand relationships with Mass Affluent clients (investable assets > $50,000).
• Provide investment solutions and financial planning to clients with assets between $250k and $2M.
• Collaborate with branch staff to identify referral opportunities and deliver cross-sell capabilities.
• Achieve sales production and referral goals and align with banking products to maximize relationships.
• Develop Center of Influence strategy and partner with branches to broaden client coverage.

Skills

Client focus

Sales results

Team collaboration

Financial knowledge

Education

High School Diploma or equivalent

Bachelor's Degree

FINRA SIE

FINRA S7

FINRA S66 or S63 and 65

CFP (preferred)

Insurance licenses (Life, Variable, Accident/Health)

Job description

KeyCorp seeks a Private Client Advisor in East Greenbush, NY to serve Mass Affluent clients with planning and financial wellness as core value. You will lead with investment solutions, target $50k+ investable clients, and expand relationships through a structured sales process and holistic financial plans.

You'll collaborate with Retail Branch Managers and Centers of Influence, coordinate delivery of investment products, and aim to drive referrals while growing assets up to $2 million.