About KeyBank

KeyBank is a leading national bank with a rich history of empowering clients through personalized financial solutions. Headquartered in Cleveland, Ohio, KeyBank serves millions of clients across the United States with innovative banking, investment, and wealth management services. Our Private Client Advisors play a pivotal role in helping mass affluent clients achieve financial wellness and long-term success. Join KeyBank and be part of a dynamic team dedicated to client-centric banking and investment excellence in Denver, CO.

Position Summary

The Private Client Advisor at KeyBank focuses on mass affluent clients, emphasizing planning and financial wellness. As the primary provider of investment services, you'll deliver tailored investment solutions to new and existing clients while uncovering full relationship opportunities. Based at our 2305 S Colorado Boulevard location in Denver, Colorado, you'll partner with Retail Branch Managers, teams, and Centers of Influence to drive growth and client satisfaction.

Key Responsibilities

• Grow new clients and expand relationships for those with over $50,000 in investable assets, targeting $250,000 to $2 million.
• Lead holistic Financial Wellness conversations and develop comprehensive financial plans to identify investment and banking opportunities.
• Employ a consultative sales process with assessment tools to offer needs-based financial solutions.
• Achieve sales production and referral goals through book of business, leads, and referrals.
• Master Key Investment Services and core bank products to enable cross-selling and generate qualified referrals.
• Actively engage branch teams to source investment referrals from new and existing clients.
• Coordinate investment product delivery, coach branch personnel, and maximize client-focused sales.
• Build a robust Center of Influence strategy leveraging Consumer Bank partnerships.

Required Qualifications

Education: High School Diploma required; Bachelor's Degree preferred.
Licenses: FINRA S7 required upon hire; S66 or S63/66/65 required. Licenses must be obtained within specified timeframe if not held at hire.
Tactical Skills: Proven sales track record, client-centric approach, bank investment market knowledge, team collaboration, proficiency with financial systems.
Personal Skills: Collaboration, digital awareness, decision-making, empathy, persuasion.

Why Join Us

At KeyBank, you'll thrive in a supportive environment that values ethical practices, professional development, and client success. Enjoy competitive pay, career advancement, and the chance to make a meaningful impact in financial services. Our Denver team offers a collaborative culture with resources to excel in Private Client Advisor roles. Comply with KeyBank policies while growing your career in banking and investments. Apply now for this full-time, mid-level opportunity and elevate your finance career with KeyBank in Denver, CO.