KeyBank
Banking
PrivateClientAdvisor
Neural analysis suggests this role is
optimal for Mid candidates.
“Private Client Advisor at KeyBank. Skills: financial planning, investment services, sales, client relationships, financial wellness. The Private Client Advisor will focus on the Mass Affluent client base, utilizing financial planning and wellness as their core methodology to provide investment services. They will establish and grow relationships with clients, identifying opportunities for both investment and banking services, and referring accordingly. The role involves executing a consistent sa”
What You'll Achieve.
Attain sales production and referral goals to the Bank (closed and accepted).
Industry & Context.
In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment. May need to drive to multiple locations in a single day and have the ability to operate a motor vehicle with a valid driver's license required. Occasional travel to include overnight stay.
What They're Looking For.
Must Have
High School Diploma required. FINRA Security Industry Essentials (SIE) Upon Hire required. FINRA License S7 Upon Hire required. FINRA License S66 or S63 and 65 Upon Hire required. Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) required. Demonstrated ability to sell products and services to investment evidence of sales results. Ability to use standard office equipment.
Nice to Have
Bachelor's Degree preferred. Certified Financial Planner (CFP) preferred.
What You'll Do.
The Private Client Advisor will focus on the Mass Affluent client base, utilizing financial planning and wellness as their core methodology to provide investment services.
They will establish and grow relationships with clients, identifying opportunities for both investment and banking services, and referring accordingly.
The role involves executing a consistent sales process, hosting financial wellness conversations, and developing a Center of Influence strategy to drive sales production and referral goals.
How You'll Work.
Team & Collaboration
Establish a partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain working relationships with all partners. Be an active member of the Branch team. Engage licensed and non-licensed Branch personnel to identify investment referral opportunities. Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel.
Communication Scope
face to face communication; phone communication
Full Job Description
**Location:** 27205 SE 172nd Street, Covington Washington **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. **Responsibilities** * Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. * Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly. * Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. * Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals. * Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB’s of the Consumer Bank, where appropriate. * Be an active member of the Branch team. Engage licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base. * C
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