Wealth Advisor: Private Client for Mass Affluent

KeyBank; Harleysville (PA); On-site; USD 62,000 - 78,000; Full time

Job summary

KeyBank is seeking a Private Client Advisor to serve Mass Affluent clients, delivering investment solutions and financial wellness planning. You will establish strong partnerships with Retail Branch Managers and Centers of Influence to maximize client relationships and cross-sell opportunities.

Role requires FINRA licenses upon hire, a high school diploma or equivalent (Bachelor's preferred), and state insurance licenses. Occasional travel to support branch coverage is possible.

Qualifications

• High school diploma or equivalent required; Bachelor's degree preferred.
• FINRA SIE, Series 7, and Series 66/63/65 licenses required upon hire.
• CFP certification preferred.
• Resident state life/variable/health insurance licenses required; licenses must be obtained if not held at hire.

Responsibilities

• Develop and grow relationships with Mass Affluent clients with investable assets from $50,000 to $2 million.
• Lead holistic financial wellness conversations and develop comprehensive financial plans.
• Provide needs-based investment solutions and cross-sell banking products through collaboration with branch staff.
• Meet sales and referral goals by managing a book of business and leveraging Centers of Influence.
• Coordinate investment product delivery and mentor branch personnel to maximize client outcomes.

Skills

Client relationship management

Sales results

Client centric focus

Team collaboration

Office software

Education

Bachelor's degree (preferred)

High school diploma or equivalent

Tools

FINRA SIE license

FINRA Series 7 license

FINRA Series 66/63/65 license

CFP certification (preferred)

Insurance licenses (Life/Variable)

Job description

KeyBank is seeking a Private Client Advisor to serve Mass Affluent clients, delivering investment solutions and financial wellness planning. You will establish strong partnerships with Retail Branch Managers and Centers of Influence to maximize client relationships and cross-sell opportunities.

Role requires FINRA licenses upon hire, a high school diploma or equivalent (Bachelor's preferred), and state insurance licenses. Occasional travel to support branch coverage is possible.