Wealth Advisor for Mass Affluent Clients

KeyCorp; Medford (OR); On-site; USD 55,000 - 60,000; Full time

Job summary

KeyCorp in Medford, Oregon seeks a Private Client Advisor to serve Mass Affluent clients with planning and financial wellness as core methods. The advisor provides investment solutions and identifies full relationship opportunities, partnering with branch staff to drive growth.

Will establish strong partnerships with Retail Branch Managers and Centers of Influence, driving cross-selling of investments and banking products while meeting sales and referral goals.

Qualifications

• High School Diploma or equivalent (required) or Bachelor's Degree (preferred).
• FINRA SIE, S7, S66 or S63 and 65 licenses required upon hire.
• Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) required.

Responsibilities

• Grow new clients and expand existing relationships with Mass Affluent clients (investable assets >$50,000).
• Lead holistic Financial Wellness conversations and complete comprehensive financial plans to uncover growth opportunities.
• Coordinate investment product delivery within assigned branches with coaching of staff and referrals.
• Attain sales production and referral goals by managing book of business and referrals.
• Develop understanding of Key Investment Services to support cross-selling and banking products.
• Collaborate with Branch personnel to maximize client needs and best-interest sales production.

Skills

Client-focused

Sales experience

Team collaboration

Communication skills

Education

High School Diploma or equivalent

Bachelor's Degree

Job description

KeyCorp in Medford, Oregon seeks a Private Client Advisor to serve Mass Affluent clients with planning and financial wellness as core methods. The advisor provides investment solutions and identifies full relationship opportunities, partnering with branch staff to drive growth.

Will establish strong partnerships with Retail Branch Managers and Centers of Influence, driving cross-selling of investments and banking products while meeting sales and referral goals.