Wealth Advisor - Mass Affluent & Financial Wellness

KeyBank; Eagle (ID); On-site; USD 49,500 - 60,500; Full time

Job summary

KeyBank in Eagle, Idaho is looking for a Private Client Advisor to serve our Mass Affluent client base. This role emphasizes financial wellness and investment solutions, with the advisor being the primary provider of services. You will cultivate strong partnerships and execute comprehensive financial plans to uncover growth opportunities.

The ideal candidate should possess strong sales skills, a client-centric focus, and the necessary licenses. The position offers a competitive base salary of $55,000 and the potential for commission.

Qualifications

• Required to have FINRA S7 and S66 or S63 and 65 licenses upon hire.
• Preferred to have Certified Financial Planner (CFP) certification.

Responsibilities

• Grow new clients and expand existing relationships.
• Conduct holistic Financial Wellness conversations.
• Provide comprehensive, needs-based financial solutions.
• Work towards sales production and referral goals.
• Partner with banking center staff for investment referrals.

Skills

Sales ability

Client centric focus

Team collaboration

Knowledge of investment market

Education

High School Diploma or equivalent

Bachelor's Degree

Job description

KeyBank in Eagle, Idaho is looking for a Private Client Advisor to serve our Mass Affluent client base. This role emphasizes financial wellness and investment solutions, with the advisor being the primary provider of services. You will cultivate strong partnerships and execute comprehensive financial plans to uncover growth opportunities.

The ideal candidate should possess strong sales skills, a client-centric focus, and the necessary licenses. The position offers a competitive base salary of $55,000 and the potential for commission.