Wealth Advisor: Holistic Planning for Mass Affluent

KeyBank; Burlington (VT); On-site; USD 75,000 - 105,000; Full time

Job summary

KeyBank is seeking a Private Client Advisor in Burlington, VT to serve Mass Affluent clients with planning and financial wellness. You will deliver investment solutions, build strong partnerships with branch teams, and uncover full relationship opportunities.

Primary responsibilities include growing assets, conducting holistic financial planning, and coordinating delivery with banking staff to maximize client outcomes.

Qualifications

• FINRA SIE, S7, and S66/S63/S65 licenses are required upon hire.
• Bachelor's degree is preferred.
• High school diploma or equivalent is required.
• Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) are required at hire.

Responsibilities

• Grow new clients and expand relationships with clients with investable assets from $50,000 to $2,000,000.
• Host holistic Financial Wellness conversations and develop comprehensive financial plans.
• Provide needs-based investment solutions and partner with banking staff.
• Achieve sales production and referral goals through active book of business and referrals.
• Coordinate investment product delivery and mentor branch personnel to maximize client outcomes.
• Develop a Center of Influence strategy across the Consumer Bank.

Skills

Client relationship management

Sales achievement

Cross-functional collaboration

Communication skills

Financial systems literacy

Education

High School Diploma or equivalent

Bachelor's Degree

FINRA SIE license

FINRA S7 license

FINRA S66/S63/S65 licenses

CFP certification

State Life/Variable Insurance Licenses

Tools

CRM software

Microsoft Office

Proprietary financial systems

Job description

KeyBank is seeking a Private Client Advisor in Burlington, VT to serve Mass Affluent clients with planning and financial wellness. You will deliver investment solutions, build strong partnerships with branch teams, and uncover full relationship opportunities.

Primary responsibilities include growing assets, conducting holistic financial planning, and coordinating delivery with banking staff to maximize client outcomes.