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 helping clients achieve financial wellness through personalized banking, investment, and lending solutions. With a strong presence across the United States, KeyBank serves mass affluent clients with comprehensive financial planning and investment services. Join our team in Estacada, OR, and be part of a dynamic organization focused on client success and community impact.
Position Summary
The Private Client Advisor at KeyBank plays a pivotal role in serving our mass affluent client base ($250K-$2M investable assets). You will lead with financial planning and wellness, providing investment solutions, growing relationships, and partnering with branch teams to uncover full household opportunities. This full-time, mid-level position requires FINRA licenses and a client-centric approach in a collaborative banking environment.
Key Responsibilities
- Grow and expand client relationships with investable assets over $50K, targeting $250K-$2M segment using consistent sales processes.
- Conduct holistic financial wellness discussions and develop comprehensive financial plans to identify investment and banking opportunities.
- Deliver needs-based financial solutions via consultative sales, partnering with branch staff for referrals.
- Achieve sales and referral goals through existing book of business, leads, and partnerships.
- Coach branch personnel, manage client service delivery, and build Centers of Influence strategies.
Required Qualifications
- High School Diploma required; Bachelor's Degree preferred.
- FINRA SIE, S7, S66 (or S63 & 65), and state insurance licenses required upon hire (or within specified timeframe).
- CFP certification preferred.
- Proven sales track record, client focus, and team collaboration skills.
- Valid driver's license; occasional travel required.
Why Join Us
At KeyBank, you'll thrive in a supportive environment with opportunities for professional growth, comprehensive training, and a focus on ethical client service. Enjoy competitive pay, benefits, and the chance to make a real difference in clients' financial lives. Search 'KeyBank careers Estacada OR' or 'Private Client Advisor jobs' to learn more about this rewarding banking opportunity.
Locations
- Estacada, 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 sales resultsintermediate
- Strong client-centric focusintermediate
- Proven 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: Comprehensive training and licensing support
- general: Opportunities for career growth at KeyBank
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 helping clients achieve financial wellness through personalized banking, investment, and lending solutions. With a strong presence across the United States, KeyBank serves mass affluent clients with comprehensive financial planning and investment services. Join our team in Estacada, OR, and be part of a dynamic organization focused on client success and community impact.
Position Summary
The Private Client Advisor at KeyBank plays a pivotal role in serving our mass affluent client base ($250K-$2M investable assets). You will lead with financial planning and wellness, providing investment solutions, growing relationships, and partnering with branch teams to uncover full household opportunities. This full-time, mid-level position requires FINRA licenses and a client-centric approach in a collaborative banking environment.
Key Responsibilities
- Grow and expand client relationships with investable assets over $50K, targeting $250K-$2M segment using consistent sales processes.
- Conduct holistic financial wellness discussions and develop comprehensive financial plans to identify investment and banking opportunities.
- Deliver needs-based financial solutions via consultative sales, partnering with branch staff for referrals.
- Achieve sales and referral goals through existing book of business, leads, and partnerships.
- Coach branch personnel, manage client service delivery, and build Centers of Influence strategies.
Required Qualifications
- High School Diploma required; Bachelor's Degree preferred.
- FINRA SIE, S7, S66 (or S63 & 65), and state insurance licenses required upon hire (or within specified timeframe).
- CFP certification preferred.
- Proven sales track record, client focus, and team collaboration skills.
- Valid driver's license; occasional travel required.
Why Join Us
At KeyBank, you'll thrive in a supportive environment with opportunities for professional growth, comprehensive training, and a focus on ethical client service. Enjoy competitive pay, benefits, and the chance to make a real difference in clients' financial lives. Search 'KeyBank careers Estacada OR' or 'Private Client Advisor jobs' to learn more about this rewarding banking opportunity.
Locations
- Estacada, 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 sales resultsintermediate
- Strong client-centric focusintermediate
- Proven 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: Comprehensive training and licensing support
- general: Opportunities for career growth at KeyBank
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Advisor - Careers at KeyBank @ KeyBank.
Related Books and Jobs