Wealth Planning & Client Relationship Advisor

KeyCorp; Beachwood (OH); On-site; USD 70,000 - 120,000; Full time

Job summary

KeyCorp is seeking a Private Client Advisor in Beachwood, Ohio to serve Mass Affluent clients as their primary investment services provider. You will lead with financial wellness and comprehensive planning, uncovering full household opportunities via a consultative sales process.

Responsibilities include growing a book of business with $50k+ investable assets, targeting $250k–$2M per client, and coordinating delivery with branch teams and COIs.

Qualifications

• High school diploma or bachelor’s degree required or preferred.
• FINRA SIE, S7, S66/S63 and 65 required upon hire.
• CFP certification preferred; state life/variable licenses required.

Responsibilities

• Grow new clients and expand relationships with assets above $50,000.
• Target and develop opportunities for $250,000 to $2 million in investable assets.
• Deliver holistic financial planning and investment solutions with a consultative approach.
• Coordinate investment product delivery with branch staff and partners.

Skills

Sales experience

Financial planning

Client relationship

Cross-functional teamwork

Education

Bachelor's Degree

FINRA SIE

FINRA S7

FINRA S66/S63

CFP

State Life/Variable/Health Licenses

Job description

KeyCorp is seeking a Private Client Advisor in Beachwood, Ohio to serve Mass Affluent clients as their primary investment services provider. You will lead with financial wellness and comprehensive planning, uncovering full household opportunities via a consultative sales process.

Responsibilities include growing a book of business with $50k+ investable assets, targeting $250k–$2M per client, and coordinating delivery with branch teams and COIs.