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 wellness planning. Join our dynamic team in Beaverton, OR, and help clients achieve their financial goals while advancing your career in banking and investments.
Position Summary
The Private Client Advisor at KeyBank focuses on mass affluent clients ($250K-$2M investable assets), delivering holistic financial planning and investment solutions. As the primary provider of investment services, you'll partner with retail branch teams to grow relationships, uncover opportunities, and drive sales production. This full-time, mid-level role offers a consultative approach to financial wellness in a collaborative branch 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 identify cross-selling opportunities for investments and banking.
- Utilize assessment tools for needs-based solutions, partnering with branch staff to meet sales and referral goals.
- Coach and mentor branch personnel on investment referrals and coordinate product delivery.
- Build Centers of Influence strategies and maintain ethical compliance with all KeyBank policies.
Required Qualifications
- Education: High School Diploma required; Bachelor's Degree preferred.
- Licenses: FINRA SIE, S7, S66 (or S63 & 65), and state insurance licenses required upon hire or within specified timeframe.
- Skills: Proven sales track record, client-centric approach, team collaboration, and financial systems proficiency.
- Physical/Travel: Office-based with prolonged sitting, occasional travel, and valid driver's license.
Why Join Us
At KeyBank, you'll thrive in a supportive culture emphasizing Key's Values and Leadership Competencies. Enjoy career advancement, ongoing training, and the chance to make a real impact on clients' financial futures. Be part of a top-tier banking institution offering stability, growth, and rewarding compensation. Apply now for Private Client Advisor jobs in Beaverton, OR, and elevate your finance career with KeyBank!
Locations
- Beaverton, Oregon, 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 results in investment productsintermediate
- Strong client-centric focusintermediate
- Proven collaborative team member skillsintermediate
- Proficiency with office equipment and financial services systemsintermediate
Required Qualifications
- High School Diploma 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) required (experience)
- Certified Financial Planner (CFP) preferred (experience)
- Valid driver's license for occasional multi-location travel (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
- Partner with branch teams to identify investment opportunities and cross-sell bank products
Benefits
- general: Competitive compensation structure
- general: Professional development and licensing support
- general: Collaborative team environment with branch partnerships
- general: Opportunities for career growth at KeyBank
- general: Comprehensive training on Key Investment Services
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 wellness planning. Join our dynamic team in Beaverton, OR, and help clients achieve their financial goals while advancing your career in banking and investments.
Position Summary
The Private Client Advisor at KeyBank focuses on mass affluent clients ($250K-$2M investable assets), delivering holistic financial planning and investment solutions. As the primary provider of investment services, you'll partner with retail branch teams to grow relationships, uncover opportunities, and drive sales production. This full-time, mid-level role offers a consultative approach to financial wellness in a collaborative branch 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 identify cross-selling opportunities for investments and banking.
- Utilize assessment tools for needs-based solutions, partnering with branch staff to meet sales and referral goals.
- Coach and mentor branch personnel on investment referrals and coordinate product delivery.
- Build Centers of Influence strategies and maintain ethical compliance with all KeyBank policies.
Required Qualifications
- Education: High School Diploma required; Bachelor's Degree preferred.
- Licenses: FINRA SIE, S7, S66 (or S63 & 65), and state insurance licenses required upon hire or within specified timeframe.
- Skills: Proven sales track record, client-centric approach, team collaboration, and financial systems proficiency.
- Physical/Travel: Office-based with prolonged sitting, occasional travel, and valid driver's license.
Why Join Us
At KeyBank, you'll thrive in a supportive culture emphasizing Key's Values and Leadership Competencies. Enjoy career advancement, ongoing training, and the chance to make a real impact on clients' financial futures. Be part of a top-tier banking institution offering stability, growth, and rewarding compensation. Apply now for Private Client Advisor jobs in Beaverton, OR, and elevate your finance career with KeyBank!
Locations
- Beaverton, Oregon, 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 results in investment productsintermediate
- Strong client-centric focusintermediate
- Proven collaborative team member skillsintermediate
- Proficiency with office equipment and financial services systemsintermediate
Required Qualifications
- High School Diploma 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) required (experience)
- Certified Financial Planner (CFP) preferred (experience)
- Valid driver's license for occasional multi-location travel (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
- Partner with branch teams to identify investment opportunities and cross-sell bank products
Benefits
- general: Competitive compensation structure
- general: Professional development and licensing support
- general: Collaborative team environment with branch partnerships
- general: Opportunities for career growth at KeyBank
- general: Comprehensive training on Key Investment Services
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Advisor - Careers at KeyBank @ KeyBank.
Related Books and Jobs