Wealth Advisory & Investment Specialist

KeyBank; North Carolina; Hybrid; USD 90,000 - 140,000; Full time

Job summary

KeyBank seeks a Private Client Advisor to serve Mass Affluent clients with planning and financial wellness as core methodologies. You will be the primary investment advisor delivering solutions to new and existing clients, while growing relationships and collaborating with branch teams to maximize referral opportunities.

You will drive holistic conversations, build comprehensive financial plans, and leverage a consultative sales approach to meet growth and service targets across multiple

Qualifications

• Broad knowledge of client needs in bank-based investment space.
• Proven ability to sell investment products and achieve sales results.
• Strong client-centric approach and collaboration with team.
• Experience with proprietary financial services systems and standard office equipment.

Responsibilities

• Grow new clients and expand relationships with Mass Affluent clients with investable assets $250k–$2M.
• Lead holistic Financial Wellness conversations and develop comprehensive financial plans.
• Provide needs-based investment solutions and partner with banking staff.
• Achieve sales targets and referrals by managing a book of business and referrals.
• Cross-sell Key Investment Services and bank products to maximize client relationships.
• Coordinate investment product delivery across branches and mentor staff.

Skills

Investment knowledge

Sales results

Client centric

Team player

Financial systems

Education

FINRA SIE

FINRA S7

FINRA S63/S66

CFP (preferred)

Insurance Licenses (Life, Variable, Accident/Health)

High School Diploma or equivalent

Bachelor’s Degree (preferred)

Job description

KeyBank seeks a Private Client Advisor to serve Mass Affluent clients with planning and financial wellness as core methodologies. You will be the primary investment advisor delivering solutions to new and existing clients, while growing relationships and collaborating with branch teams to maximize referral opportunities.

You will drive holistic conversations, build comprehensive financial plans, and leverage a consultative sales approach to meet growth and service targets across multiple