Wealth Advisor - Mass Affluent & Financial Wellness

KeyCorp; City of Plattsburgh (NY); On-site; USD 56,000 - 69,000; Full time

Job summary

KeyCorp is seeking a Private Client Advisor to serve Mass Affluent clients, delivering investment solutions and comprehensive financial planning. You will build relationships with branches and centers of influence, uncovering cross-sell opportunities across investments and banking.

You will lead with financial wellness principles, partner with branch teams, and manage a sales process across a book of business. This role requires FINRA licenses and state insurance licenses.

Qualifications

• FINRA SIE, S7, S66/S63/S65 licenses required upon hire.
• Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) required.
• Certified Financial Planner (CFP) preferred.

Responsibilities

• Grow new clients and expand relationships with investable assets from $50k to $2M.
• Host holistic Financial Wellness conversations and develop comprehensive financial plans.
• Provide investment solutions and cross-sell banking products.
• Coordinate delivery of investment products within assigned Branches and coach staff.

Skills

Client needs knowledge

Sales experience

Client-centric focus

Team collaboration

Office systems

Education

High School Diploma or equivalent

Bachelor's Degree

Job description

KeyCorp is seeking a Private Client Advisor to serve Mass Affluent clients, delivering investment solutions and comprehensive financial planning. You will build relationships with branches and centers of influence, uncovering cross-sell opportunities across investments and banking.

You will lead with financial wellness principles, partner with branch teams, and manage a sales process across a book of business. This role requires FINRA licenses and state insurance licenses.