Wealth Advisor, Private Client (Mass Affluent)

KeyCorp; Newcastle (WA); On-site; USD 47,000 - 78,000; Full time

Job summary

KeyCorp in Newcastle, WA seeks a Private Client Advisor to serve Mass Affluent clients with comprehensive planning and investment solutions. You will partner with branch staff to identify opportunities and deliver tailored financial plans.

The role emphasizes relationship-building, cross-selling across banking and investments, and meeting sales/referral targets while maintaining ethical standards. Licenses must be obtained as indicated; CFP preferred.

Qualifications

• High School Diploma or Bachelor's degree required/preferred.
• FINRA SIE, S7, and S66/S63+65 licenses required upon hire.
• CFP certification preferred where applicable.
• Life, Variable, and Accident/Health licenses required in home state.

Responsibilities

• Grow new clients and expand relationships with Mass Affluent clients.
• Lead with financial planning and wellness concepts in client interactions.
• Provide investment solutions and cross-sell banking products as appropriate.
• Meet sales production and referral goals using a defined process.
• Coordinate investment product delivery across branches and teams.

Education

High School Diploma (required) or Bachelor's Degree (preferred)

FINRA SIE

FINRA Series S7

FINRA Series S66/S63 & 65

CFP (preferred)

Life/Health Insurance Licenses (required)

Job description

KeyCorp in Newcastle, WA seeks a Private Client Advisor to serve Mass Affluent clients with comprehensive planning and investment solutions. You will partner with branch staff to identify opportunities and deliver tailored financial plans.

The role emphasizes relationship-building, cross-selling across banking and investments, and meeting sales/referral targets while maintaining ethical standards. Licenses must be obtained as indicated; CFP preferred.