Private Client Wealth Advisor

KeyCorp; Ann Arbor (MI); On-site; USD 71,635,000 - 110,208,000; Full time

Benefits offered by this job

Competitive hourly wage

Incentive compensation potential

Job summary

KeyBank, a subsidiary of KeyCorp, in Ann Arbor, MI, seeks a Private Client Banker to manage the client relationship with plan-based financial advice and referrals to investment, insurance, and banking solutions. You will gather client data, assess needs, and coordinate with specialists to meet goals.

The role requires FINRA S6/S63/SIE licenses and life, health, and annuity licenses, with a base hourly wage of $25.00–$38.46 and potential incentive compensation.

Qualifications

• Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking.
• Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions.
• Proven ability to influence business partners across Key Investment Services, Mortgage, and Business Banking.

Responsibilities

• Listen for clues for financial wellness opportunities during client conversations and provide effective recommendations.
• Refer investment and insurance products; deliver client solutions.
• Build a client referral pipeline through identification and development of internal and external centers of influence; prospecting and documenting calling efforts.
• Develops and maintains knowledge of private client products and services, and competitive offerings to have meaningful conversations with clients.
• Open personal and business accounts and develop partnerships with branch teammates to acquire and deepen client relationships.
• Ensure compliance with policies, maintain documentation of client interactions and support branch operations as needed.

Skills

Relationship management

Sales & referrals

Time management

Financial advice

Education

FINRA S6

FINRA S63

FINRA SIE

Life, Accident, and Health Insurance Licenses

Tools

MS Office

Job description

KeyBank, a subsidiary of KeyCorp, in Ann Arbor, MI, seeks a Private Client Banker to manage the client relationship with plan-based financial advice and referrals to investment, insurance, and banking solutions. You will gather client data, assess needs, and coordinate with specialists to meet goals.

The role requires FINRA S6/S63/SIE licenses and life, health, and annuity licenses, with a base hourly wage of $25.00–$38.46 and potential incentive compensation.