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. With a focus on community banking and personalized service, KeyBank serves mass affluent clients with comprehensive investment and banking services. Join our team in Bellingham, WA, and contribute to helping clients achieve financial wellness.
Position Summary
The Private Client Advisor at KeyBank plays a pivotal role in serving our mass affluent client base ($250K-$2M investable assets). You'll lead with financial planning and wellness, providing investment solutions while identifying full relationship opportunities. Partner with retail branch teams to drive growth and deliver exceptional client experiences at our 180 Telegraph Road location.
Key Responsibilities
- Grow new clients and expand existing relationships through consistent sales processes and financial planning.
- Host holistic financial wellness conversations to uncover investment and banking opportunities.
- Utilize consultative sales and assessment tools to offer needs-based investment solutions.
- Achieve sales production and referral goals via book of business, leads, and branch partnerships.
- Develop Centers of Influence strategies and coach branch personnel on investment referrals.
Required Qualifications
- High School Diploma required; Bachelor's Degree preferred.
- FINRA licenses: SIE, S7, S66 (or S63 & 65) required upon hire.
- State Insurance Licenses (Life, Variable, Accident/Health) required.
- Proven sales track record in investments and strong client focus.
- Ability to travel occasionally and valid driver's license.
Why Join Us
At KeyBank, you'll thrive in a collaborative environment with opportunities for professional growth, including CFP certification support. Enjoy competitive pay, comprehensive benefits, and the chance to make a real impact on clients' financial futures. KeyBank values integrity, client-first service, and teamwork—core to our success. Apply now for this full-time mid-level Private Client Advisor role in Bellingham, Washington, and advance your career in banking and investments.
Locations
- Bellingham, Washington, 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 marketintermediate
- Strong sales and consultative sellingintermediate
- Client-centric relationship managementintermediate
- Collaborative team playerintermediate
- Proficiency in 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 travel (experience)
Responsibilities
- Grow new clients and expand relationships for mass affluent clients ($250K-$2M investable assets)
- Host financial wellness conversations and complete comprehensive financial plans
- Utilize consultative sales process to provide investment solutions and banking referrals
- Attain sales production and referral goals through book of business and leads
- Partner with branch teams and Centers of Influence for cross-selling opportunities
Benefits
- general: Competitive compensation package
- general: Professional development and licensing support
- general: Collaborative team environment
- general: Opportunities for career growth at KeyBank
- general: Comprehensive employee benefits
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Advisor - Careers at KeyBank @ KeyBank.
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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. With a focus on community banking and personalized service, KeyBank serves mass affluent clients with comprehensive investment and banking services. Join our team in Bellingham, WA, and contribute to helping clients achieve financial wellness.
Position Summary
The Private Client Advisor at KeyBank plays a pivotal role in serving our mass affluent client base ($250K-$2M investable assets). You'll lead with financial planning and wellness, providing investment solutions while identifying full relationship opportunities. Partner with retail branch teams to drive growth and deliver exceptional client experiences at our 180 Telegraph Road location.
Key Responsibilities
- Grow new clients and expand existing relationships through consistent sales processes and financial planning.
- Host holistic financial wellness conversations to uncover investment and banking opportunities.
- Utilize consultative sales and assessment tools to offer needs-based investment solutions.
- Achieve sales production and referral goals via book of business, leads, and branch partnerships.
- Develop Centers of Influence strategies and coach branch personnel on investment referrals.
Required Qualifications
- High School Diploma required; Bachelor's Degree preferred.
- FINRA licenses: SIE, S7, S66 (or S63 & 65) required upon hire.
- State Insurance Licenses (Life, Variable, Accident/Health) required.
- Proven sales track record in investments and strong client focus.
- Ability to travel occasionally and valid driver's license.
Why Join Us
At KeyBank, you'll thrive in a collaborative environment with opportunities for professional growth, including CFP certification support. Enjoy competitive pay, comprehensive benefits, and the chance to make a real impact on clients' financial futures. KeyBank values integrity, client-first service, and teamwork—core to our success. Apply now for this full-time mid-level Private Client Advisor role in Bellingham, Washington, and advance your career in banking and investments.
Locations
- Bellingham, Washington, 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 marketintermediate
- Strong sales and consultative sellingintermediate
- Client-centric relationship managementintermediate
- Collaborative team playerintermediate
- Proficiency in 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 travel (experience)
Responsibilities
- Grow new clients and expand relationships for mass affluent clients ($250K-$2M investable assets)
- Host financial wellness conversations and complete comprehensive financial plans
- Utilize consultative sales process to provide investment solutions and banking referrals
- Attain sales production and referral goals through book of business and leads
- Partner with branch teams and Centers of Influence for cross-selling opportunities
Benefits
- general: Competitive compensation package
- general: Professional development and licensing support
- general: Collaborative team environment
- general: Opportunities for career growth at KeyBank
- general: Comprehensive employee benefits
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Advisor - Careers at KeyBank @ KeyBank.
Related Books and Jobs