Private Client Financial Advisor

KeyBank; Auburn (ME); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to own the client relationship with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets and will gather data to tailor recommendations across investment, insurance, and banking products.

You will develop partnerships with branch teammates and other business lines, maintain knowledge of products, ensure compliance, and support branch operations.

Qualifications

• Experience in developing current and new customer relationships.
• Knowledge of sales techniques including tele-consulting, outside calling, prospecting and networking.
• Comfort working with small business clients and handling objections.
• Strong interpersonal skills and ability to build rapport quickly.
• Ability to influence business partners and centers of influence.
• Working knowledge of PCs and Office products.
• Digital literacy and ability to educate clients on digital platforms.
• Knowledge of investment and insurance products preferred.
• FINRA licenses and insurance licenses required.

Responsibilities

• Listen for financial wellness opportunities and provide recommendations to clients; refer investment and insurance products.
• Deliver client solutions by referring investment and insurance products.
• Develop and maintain knowledge of private client products and services.
• Open personal and business accounts across various products.
• Partner with branch teammates and line of business partners to grow relationships.
• Ensure compliance with procedures and documentation of client interactions.
• Support branch operations and assist with teller transactions as needed.
• Participate in and occasionally facilitate morning huddles and debriefs.
• Work on Saturdays as directed by management.

Skills

Client relationships

Sales goals

Referral sources

Prospecting

Networking

Interpersonal skills

Influence partners

MS Windows

MS Office

Digital platforms

Financial planning

Education

High School Diploma/GED or equivalent

Bachelor's Degree preferred

Tools

CRM systems

Job description

KeyBank is seeking a Private Client Banker to own the client relationship with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets and will gather data to tailor recommendations across investment, insurance, and banking products.

You will develop partnerships with branch teammates and other business lines, maintain knowledge of products, ensure compliance, and support branch operations.