Wealth Advisor, Mass Affluent & Financial Planning

KeyCorp; Ann Arbor (MI); On-site; USD 70,000 - 100,000; Full time

Job summary

KeyCorp in Ann Arbor, MI is seeking a Private Client Advisor to lead with financial wellness and investment solutions for Mass Affluent clients. You will establish partnerships with branch teams and drive relationship growth through holistic financial planning and targeted asset opportunities.

The role emphasizes a consultative sales process, building referrals, and collaborating with banking centers to deliver comprehensive investment strategies and trust in client relationships.

Qualifications

• Strong sales results and client-focused advisor approach.
• Experience growing mass affluent client relationships and assets.
• Ability to develop comprehensive financial plans for clients and referrals.

Responsibilities

• Grow new clients and expand relationships with $50k+ investable assets, targeting $250k–$2M.
• Lead financial planning discussions and uncover full relationship growth opportunities.
• Coordinate delivery of investment products and cross-sell with banking partners.

Skills

Sales experience

Relationship building

Financial planning

Client needs analysis

Education

High School Diploma or equivalent

Bachelor's degree preferred

Tools

Proprietary financial systems

CRM system

Job description

KeyCorp in Ann Arbor, MI is seeking a Private Client Advisor to lead with financial wellness and investment solutions for Mass Affluent clients. You will establish partnerships with branch teams and drive relationship growth through holistic financial planning and targeted asset opportunities.

The role emphasizes a consultative sales process, building referrals, and collaborating with banking centers to deliver comprehensive investment strategies and trust in client relationships.