Wealth Planner & Investment Advisor - Mass Affluent

KeyBank; Beachwood (OH); On-site; USD 90,000 - 140,000; Full time

Job summary

KeyBank is seeking a Private Client Advisor to focus on the Mass Affluent client base, leading with planning and financial wellness. You will deliver investment solutions to new and existing clients and cultivate relationships with Retail Branch Managers and Centers of Influence.

You will partner with branch staff to provide comprehensive financial planning and a consultative, needs-based approach, driving growth across investments and banking opportunities while maintaining adherence to KeyBank

Qualifications

• Experience serving mass affluent clients and expanding relationships.
• Proven ability to sell investment products and services with measurable results.
• Strong client-centric approach and relationship-building skills.
• Proven ability to collaborate with branch staff and partners to cross-sell.
• Familiarity with standard office equipment and financial systems.

Responsibilities

• Grow new clients and expand relationships with investable assets >$50k.
• Host holistic Financial Wellness conversations and develop financial plans.
• Provide needs-based investment solutions and coordinate with banking staff.
• Meet sales production and referral goals through managed book and referrals.
• Develop Center of Influence strategy to leverage banking partnerships.

Skills

Client needs analysis

Investment sales

Client centric

Team collaboration

Office tools and systems

Education

High School Diploma

Bachelor's Degree

Job description

KeyBank is seeking a Private Client Advisor to focus on the Mass Affluent client base, leading with planning and financial wellness. You will deliver investment solutions to new and existing clients and cultivate relationships with Retail Branch Managers and Centers of Influence.

You will partner with branch staff to provide comprehensive financial planning and a consultative, needs-based approach, driving growth across investments and banking opportunities while maintaining adherence to KeyBank