Wealth & Investment Advisor - Mass Affluent

KeyBank; Hilliard (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

The Private Client Advisor at KeyBank focuses on the Mass Affluent client base, delivering investment solutions while aligning financial planning and wellness with relationship growth. This role partners with Retail Branch Managers and Centers of Influence to expand client relationships.

You will lead holistic financial wellness conversations, develop comprehensive financial plans, and collaborate with branch staff to uncover full household opportunities across investments and banking products.

Qualifications

• FINRA SIE license required upon hire
• FINRA Series 7 license required upon hire
• FINRA Series 66 or 63 and 65 required upon hire
• CFP certification preferred
• State licenses for Life, Variable, and Health or Life & Disability required
• Licenses must be obtained within offer timeframe if not held at hire

Responsibilities

• Grow new clients and expand relationships with clients with $50,000+ investable assets
• Target and execute a sales process for clients with $250,000 to $2 million investable assets
• Host holistic Financial Wellness conversations and complete comprehensive financial plans
• Provide needs-based investment solutions and partner with banking center staff
• Achieve sales production and referrals by leveraging a book of business and referrals

Skills

Broad knowledge of client needs inbank

Sales with investment clients

Client-centric focus

Team collaboration

Office & financial systems knowledge

Education

High School Diploma or equivalent

Bachelor's Degree (preferred)

Job description

The Private Client Advisor at KeyBank focuses on the Mass Affluent client base, delivering investment solutions while aligning financial planning and wellness with relationship growth. This role partners with Retail Branch Managers and Centers of Influence to expand client relationships.

You will lead holistic financial wellness conversations, develop comprehensive financial plans, and collaborate with branch staff to uncover full household opportunities across investments and banking products.