Wealth & Investment Advisor - Mass Affluent

KeyCorp; Eagle (ID); On-site; USD 50,000 - 61,000; Full time

Job summary

KeyCorp is seeking a Private Client Advisor to serve Mass Affluent clients in Eagle, Idaho. You will provide investment solutions, lead holistic financial wellness conversations, and establish strong relationships with branch teams to uncover full household opportunities.

You will target clients with investable assets from $250k to $2M, coordinate investment product delivery, and drive referrals and sales. Required licenses (SIE, Series 7, 66/63/65, life/health) and CFP preferred; travel to

Qualifications

• Broad knowledge of client needs within bank-based investment market.
• Ability to sell investment products and services with strong sales results.
• Strong client-centric focus and teamwork.

Responsibilities

• Grow new clients and expand relationships with investable assets >$50k.
• Develop financial plans for clients with $250k–$2M in assets.
• Coordinate investment product delivery and referrals with branch staff.
• Leverage Center of Influence partnerships to drive opportunities.

Skills

Sales skills

Client-centric

Team collaboration

Communication skills

Education

High School Diploma

Bachelor's degree

Tools

Office software

Proprietary financial systems

Job description

KeyCorp is seeking a Private Client Advisor to serve Mass Affluent clients in Eagle, Idaho. You will provide investment solutions, lead holistic financial wellness conversations, and establish strong relationships with branch teams to uncover full household opportunities.

You will target clients with investable assets from $250k to $2M, coordinate investment product delivery, and drive referrals and sales. Required licenses (SIE, Series 7, 66/63/65, life/health) and CFP preferred; travel to