Wealth Planner & Investment Advisor – Mass Affluent

KeyBank; North Huntingdon Township (Westmoreland County); On-site; USD 90,000 - 130,000; Full time

Job summary

KeyBank in North Huntingdon, PA is seeking a Private Client Advisor focused on Mass Affluent clients, delivering planning-based investment guidance and financial wellness.

The Advisor will be the primary provider of investment services to Mass Affluent clients by offering investment solutions and identifying full relationship opportunities in partnership with Retail Branch Managers and Centers of Influence.

Qualifications

• Requires FINRA licenses upon hire (SIE, Series 7, and Series 66/63/65)
• Experience in wealth management or private banking is preferred
• Strong client-service orientation and ethics disclosure
• Proven ability to meet sales targets and build relationships

Responsibilities

• Grow new clients and expand relationships with clients owning $50k+ investable assets; target $250k–$2M assets.
• Lead holistic Financial Wellness conversations and develop comprehensive financial plans.
• Provide needs-based investment solutions and collaborate with banking center staff.
• Achieve sales production and referral goals through book of business and referrals.
• Coordinate investment product delivery and mentor branch personnel to maximize client outcomes.
• Develop a Center of Influence strategy to leverage cross-branch partnerships.
• Travel as needed to serve clients and attend meetings.

Skills

Sales experience

Relationship building

Financial services knowledge

Client management

Cross-selling

Education

High School Diploma

Bachelor's Degree

Job description

KeyBank in North Huntingdon, PA is seeking a Private Client Advisor focused on Mass Affluent clients, delivering planning-based investment guidance and financial wellness.

The Advisor will be the primary provider of investment services to Mass Affluent clients by offering investment solutions and identifying full relationship opportunities in partnership with Retail Branch Managers and Centers of Influence.