Wealth Advisor, Private Client (Mass Affluent)

KeyBank; Cleveland (OH); On-site; USD 65,000 - 85,000; Full time

Job summary

KeyBank is hiring a Private Client Advisor to focus on Mass Affluent clients and lead with financial wellness. This role involves providing investment solutions and developing strong partnerships with branch staff to enhance client relationships. Candidates should have a strong client-centric focus and demonstrate proven sales results.

Required qualifications include a High School Diploma or equivalent experience, along with necessary FINRA licenses upon hire. The position is based in Cleveland, Ohio, and includes eligibility for commission.

Qualifications

• High School Diploma or equivalent experience required, Bachelor's Degree preferred.
• FINRA Security Industry Essentials (SIE) is required upon hire.
• FINRA Licenses S7 and S66 or S63 and 65 must be obtained upon hire.

Responsibilities

• Grow new clients and expand existing relationships with investable assets.
• Utilize consultative sales process to provide comprehensive financial solutions.
• Coordinate all aspects of investment product delivery within assigned branches.

Skills

Client centric focus

Strong sales results

Collaborative team member

Knowledge of investment market

Education

High School Diploma or equivalent

Bachelor's Degree

Job description

KeyBank is hiring a Private Client Advisor to focus on Mass Affluent clients and lead with financial wellness. This role involves providing investment solutions and developing strong partnerships with branch staff to enhance client relationships. Candidates should have a strong client-centric focus and demonstrate proven sales results.

Required qualifications include a High School Diploma or equivalent experience, along with necessary FINRA licenses upon hire. The position is based in Cleveland, Ohio, and includes eligibility for commission.