Wealth Advisor, Private Client (Mass Affluent)

KeyCorp; Goshen (IN); On-site; USD 50,000 - 61,000; Full time

Job summary

KeyCorp is seeking a Private Client Advisor to serve the Mass Affluent client base, delivering investment solutions and comprehensive financial plans. The role builds partnerships with Retail Branch Managers and Centers of Influence to uncover full relationship opportunities across investments and banking.

The ideal candidate will have FINRA SIE/S7/S66/S63/S65 licenses upon hire, life/health licenses, and a bachelor's degree with CFP preferred.

Qualifications

• Bachelor's degree or higher required or preferred.
• FINRA licenses SIE/S7/S66/S63/S65 must be obtained upon hire.
• CFP preferred but not required.
• Resident state life, variable and health licenses required.

Responsibilities

• Grow new and expand existing Mass Affluent relationships with investable assets $250k to $2M.
• Lead financial planning conversations and holistic wellness discussions.
• Provide investment solutions and cross-sell banking products where appropriate.
• Partner with Branch Managers and Centers of Influence to generate referrals.
• Coordinate investment product delivery and client servicing within branches.

Skills

Client relationship growth

Sales-driven

Team collaboration

Financial advisory knowledge

Education

Bachelor's degree or higher

FINRA SIE (Upon Hire)

FINRA S7 (Upon Hire)

FINRA S66/S63 & 65 (Upon Hire)

CFP (preferred)

Life/Health insurance licenses (required)

Tools

Proprietary financial systems

Job description

KeyCorp is seeking a Private Client Advisor to serve the Mass Affluent client base, delivering investment solutions and comprehensive financial plans. The role builds partnerships with Retail Branch Managers and Centers of Influence to uncover full relationship opportunities across investments and banking.

The ideal candidate will have FINRA SIE/S7/S66/S63/S65 licenses upon hire, life/health licenses, and a bachelor's degree with CFP preferred.