About KeyBank

KeyBank is a leading national bank committed to helping clients achieve financial wellness through innovative banking, investment, and planning solutions. With a strong presence in communities across the United States, KeyBank offers rewarding careers in banking jobs, particularly in wealth management and private client services. Join KeyBank careers in Everett, WA, and be part of a dynamic team focused on Mass Affluent clients.

Position Summary

The Associate Private Client Advisor at KeyBank in Everett, Washington, partners with seasoned Private Client Advisors to deliver comprehensive financial planning and investment solutions. This full-time, mid-level role emphasizes planning and financial wellness for Mass Affluent clients, fostering strong partnerships with retail branch teams and Centers of Influence. Ideal for professionals with FINRA licenses seeking banking jobs with growth potential to Private Client Advisor positions.

Key Responsibilities

• Coordinate and deliver investment products, client management, and service for Mass Affluent clients in assigned branches.
• Actively engage licensed and non-licensed branch staff to generate investment referrals from new and existing clients.
• Leverage consultative sales processes and assessment tools to provide needs-based financial solutions.
• Work book of business, lead lists, and referrals to meet sales production goals alongside Private Client Advisors.
• Develop Centers of Influence strategies and cross-sell Key Investment Services with core banking products.
• Grow year-over-year revenue while maintaining ethical compliance with all KeyBank policies.

Required Qualifications

Candidates must hold a High School Diploma (Bachelor's preferred) and required FINRA licenses: S7 or SIE upon hire, plus S66 & state insurance license or S63 & S65. Tactical skills include due diligence research, strong sales track record, client-centric focus, and proficiency with financial systems. Personal skills encompass collaboration, critical thinking, influence, persuasion, and problem-solving. Licenses must be obtained timely if not held at hire; failure may result in termination.

Why Join Us

At KeyBank, enjoy a collaborative environment, commission sharing agreements, and clear paths for promotion in KeyBank careers. Contribute to client financial success while advancing your expertise in investment advisory and banking jobs in Everett, WA. KeyBank values ethical conduct, professional growth, and community impact—apply today for this exciting Associate Private Client Advisor opportunity!