Private Client Advisor - Careers at KeyBank
KeyBank
Private Client Advisor - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients through innovative financial solutions and personalized service. With a strong presence across the United States, KeyBank serves mass affluent clients with comprehensive investment services, banking products, and financial planning. Join our Albany, NY team and contribute to building lasting client relationships while advancing your career in wealth management.
Position Summary
The Private Client Advisor at KeyBank focuses on mass affluent clients ($250K-$2M investable assets), delivering holistic financial wellness planning and investment solutions. Based at our 1900 Central Avenue location in Albany, New York, you'll partner with retail branch teams to identify opportunities, drive sales growth, and provide exceptional client service. This full-time role requires FINRA licensing and a client-first approach in a collaborative banking environment.
Key Responsibilities
- Grow and expand client relationships with investable assets over $50K, targeting $250K-$2M segment through consistent sales processes.
- Lead financial wellness conversations, create comprehensive plans, and uncover banking/investment opportunities.
- Deliver needs-based investment solutions using consultative sales and assessment tools.
- Achieve sales and referral goals via book of business, leads, and branch partnerships.
- Coach branch personnel, manage client delivery, and build Centers of Influence strategies.
Required Qualifications
- Education: High School Diploma (required); Bachelor's Degree (preferred).
- Licenses: FINRA SIE, S7, S66/S63+65, and state insurance licenses (required upon hire or within specified timeframe).
- Skills: Proven sales track record, client-centric mindset, team collaboration, financial systems proficiency.
- Other: Valid driver's license; occasional travel; ability to lift up to 10 lbs.
Why Join Us
At KeyBank, you'll thrive in a supportive culture that values integrity, innovation, and client success. Enjoy competitive pay, professional growth through CFP certification paths, and the chance to impact lives in Albany's dynamic market. Be part of a team driving financial wellness—apply for this Private Client Advisor role today and elevate your finance career with KeyBank.
Locations
- Albany, New York, United States
Salary
80,000 - 150,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Broad knowledge of bank-based investment market clients and partnersintermediate
- Demonstrated sales ability with strong sales resultsintermediate
- Strong client-centric focusintermediate
- Collaborative team member skillsintermediate
- Proficiency with office equipment and financial services systemsintermediate
Required Qualifications
- High School Diploma or equivalent (required); Bachelor's Degree (preferred) (experience)
- FINRA SIE, S7, S66 or S63 & 65 (required upon hire) (experience)
- Resident State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability) (required) (experience)
- Certified Financial Planner (CFP) (preferred) (experience)
Responsibilities
- Grow new clients and expand relationships for those with $50K+ investable assets, targeting $250K-$2M
- Host financial wellness conversations and complete comprehensive financial plans
- Utilize consultative sales process to provide needs-based investment solutions
- Attain sales production and referral goals through book of business and leads
- Develop partnerships with branch teams and Centers of Influence for cross-selling
Benefits
- general: Competitive compensation package
- general: Professional development opportunities
- general: Collaborative team environment
- general: Career growth within KeyBank
- general: Comprehensive training and licensing support
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Advisor - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Private Client Advisor - Careers at KeyBank
KeyBank
Private Client Advisor - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients through innovative financial solutions and personalized service. With a strong presence across the United States, KeyBank serves mass affluent clients with comprehensive investment services, banking products, and financial planning. Join our Albany, NY team and contribute to building lasting client relationships while advancing your career in wealth management.
Position Summary
The Private Client Advisor at KeyBank focuses on mass affluent clients ($250K-$2M investable assets), delivering holistic financial wellness planning and investment solutions. Based at our 1900 Central Avenue location in Albany, New York, you'll partner with retail branch teams to identify opportunities, drive sales growth, and provide exceptional client service. This full-time role requires FINRA licensing and a client-first approach in a collaborative banking environment.
Key Responsibilities
- Grow and expand client relationships with investable assets over $50K, targeting $250K-$2M segment through consistent sales processes.
- Lead financial wellness conversations, create comprehensive plans, and uncover banking/investment opportunities.
- Deliver needs-based investment solutions using consultative sales and assessment tools.
- Achieve sales and referral goals via book of business, leads, and branch partnerships.
- Coach branch personnel, manage client delivery, and build Centers of Influence strategies.
Required Qualifications
- Education: High School Diploma (required); Bachelor's Degree (preferred).
- Licenses: FINRA SIE, S7, S66/S63+65, and state insurance licenses (required upon hire or within specified timeframe).
- Skills: Proven sales track record, client-centric mindset, team collaboration, financial systems proficiency.
- Other: Valid driver's license; occasional travel; ability to lift up to 10 lbs.
Why Join Us
At KeyBank, you'll thrive in a supportive culture that values integrity, innovation, and client success. Enjoy competitive pay, professional growth through CFP certification paths, and the chance to impact lives in Albany's dynamic market. Be part of a team driving financial wellness—apply for this Private Client Advisor role today and elevate your finance career with KeyBank.
Locations
- Albany, New York, United States
Salary
80,000 - 150,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Broad knowledge of bank-based investment market clients and partnersintermediate
- Demonstrated sales ability with strong sales resultsintermediate
- Strong client-centric focusintermediate
- Collaborative team member skillsintermediate
- Proficiency with office equipment and financial services systemsintermediate
Required Qualifications
- High School Diploma or equivalent (required); Bachelor's Degree (preferred) (experience)
- FINRA SIE, S7, S66 or S63 & 65 (required upon hire) (experience)
- Resident State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability) (required) (experience)
- Certified Financial Planner (CFP) (preferred) (experience)
Responsibilities
- Grow new clients and expand relationships for those with $50K+ investable assets, targeting $250K-$2M
- Host financial wellness conversations and complete comprehensive financial plans
- Utilize consultative sales process to provide needs-based investment solutions
- Attain sales production and referral goals through book of business and leads
- Develop partnerships with branch teams and Centers of Influence for cross-selling
Benefits
- general: Competitive compensation package
- general: Professional development opportunities
- general: Collaborative team environment
- general: Career growth within KeyBank
- general: Comprehensive training and licensing support
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Advisor - Careers at KeyBank @ KeyBank.
Related Books and Jobs