Wealth Planning Advisor – Mass Affluent Clients

KeyCorp; Seattle (WA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Commission and deferred incentive

Job summary

KeyBank in Seattle, WA seeks a Private Client Advisor to grow Mass Affluent relationships through planning and wealth solutions. You will deliver investment services and partner with branch teams to uncover full household opportunities.

You will conduct holistic financial plans for clients with investable assets starting at $250k, and coordinate delivery with the banking center to maximize growth. Licenses or eligibility required; CFP preferred.

Qualifications

• Knowledge of the bank-based investment market.
• Licensing: FINRA SIE, Series 7, 66/63 & 65; CFP preferred.
• Licenses required within time frame of offer.

Responsibilities

• Grow new clients and expand relationships with Mass Affluent clients.
• Target clients with $250k–$2M investable assets and execute a financial plan.
• Provide investment and banking solutions, cross-sell to deepen relationships.
• Coordinate investment product delivery with branch staff and centers of influence.
• Develop Center of Influence partnerships to drive referrals.
• Engage with branch teams to identify investment opportunities.

Skills

Investment sales

Sales results

Client centric

Team collaboration

Education

High School Diploma

Bachelor's degree

FINRA SIE

FINRA Series 7

FINRA Series 66/63 &65

CFP

Life/Health insurance licenses

Job description

KeyBank in Seattle, WA seeks a Private Client Advisor to grow Mass Affluent relationships through planning and wealth solutions. You will deliver investment services and partner with branch teams to uncover full household opportunities.

You will conduct holistic financial plans for clients with investable assets starting at $250k, and coordinate delivery with the banking center to maximize growth. Licenses or eligibility required; CFP preferred.