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 in communities across the United States, KeyBank serves mass affluent clients with comprehensive investment services, banking products, and financial wellness planning. Join our dynamic team at our Hamilton, OH location and help clients achieve their financial goals while advancing your career in wealth management.
Position Summary
The Private Client Advisor plays a pivotal role in serving KeyBank's mass affluent client base, focusing on planning and financial wellness. As the primary provider of investment services, you will deliver tailored solutions to new and existing clients with investable assets between $250,000 and $2 million. This full-time, mid-level position requires FINRA licensing and a client-centric approach, partnering closely with retail branch teams to identify full relationship opportunities in investments and banking.
Key Responsibilities
- Grow and expand client relationships targeting $50K+ investable assets through consistent sales processes and financial planning.
- Lead holistic financial wellness conversations to uncover investment and banking opportunities.
- Provide comprehensive, needs-based financial solutions using consultative sales and assessment tools.
- Achieve sales production and referral goals via book of business, leads, and branch partnerships.
- Coach and mentor branch personnel to maximize client-focused sales and service delivery.
Required Qualifications
- High School Diploma required; Bachelor's Degree preferred.
- FINRA SIE, S7, S66 (or S63 & 65) required upon hire; state insurance licenses mandatory.
- CFP certification preferred; valid driver's license for occasional travel.
- Proven sales track record, client focus, and team collaboration skills.
- Knowledge of investment products and bank-based markets.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values ethical practices, professional growth, and client success. Enjoy opportunities to leverage Centers of Influence, cross-sell core bank products, and build lasting partnerships. With a focus on work-life balance, general office demands, and resources for licensing, this role offers rewarding compensation and a pathway to advance in financial services. Apply now for Private Client Advisor jobs in Hamilton, OH, and become part of KeyBank's commitment to financial empowerment.
Locations
- Hamilton, Ohio, 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 or Life & Disability) required (experience)
- Certified Financial Planner (CFP) preferred (experience)
- Valid driver's license for occasional 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
- Develop partnerships with branch teams and Centers of Influence for cross-selling
Benefits
- general: Competitive compensation and performance-based incentives
- general: Comprehensive professional development and licensing support
- general: Collaborative team environment with branch partnerships
- general: Opportunities for career growth within KeyBank
- general: Focus on work-life balance with occasional travel
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 in communities across the United States, KeyBank serves mass affluent clients with comprehensive investment services, banking products, and financial wellness planning. Join our dynamic team at our Hamilton, OH location and help clients achieve their financial goals while advancing your career in wealth management.
Position Summary
The Private Client Advisor plays a pivotal role in serving KeyBank's mass affluent client base, focusing on planning and financial wellness. As the primary provider of investment services, you will deliver tailored solutions to new and existing clients with investable assets between $250,000 and $2 million. This full-time, mid-level position requires FINRA licensing and a client-centric approach, partnering closely with retail branch teams to identify full relationship opportunities in investments and banking.
Key Responsibilities
- Grow and expand client relationships targeting $50K+ investable assets through consistent sales processes and financial planning.
- Lead holistic financial wellness conversations to uncover investment and banking opportunities.
- Provide comprehensive, needs-based financial solutions using consultative sales and assessment tools.
- Achieve sales production and referral goals via book of business, leads, and branch partnerships.
- Coach and mentor branch personnel to maximize client-focused sales and service delivery.
Required Qualifications
- High School Diploma required; Bachelor's Degree preferred.
- FINRA SIE, S7, S66 (or S63 & 65) required upon hire; state insurance licenses mandatory.
- CFP certification preferred; valid driver's license for occasional travel.
- Proven sales track record, client focus, and team collaboration skills.
- Knowledge of investment products and bank-based markets.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values ethical practices, professional growth, and client success. Enjoy opportunities to leverage Centers of Influence, cross-sell core bank products, and build lasting partnerships. With a focus on work-life balance, general office demands, and resources for licensing, this role offers rewarding compensation and a pathway to advance in financial services. Apply now for Private Client Advisor jobs in Hamilton, OH, and become part of KeyBank's commitment to financial empowerment.
Locations
- Hamilton, Ohio, 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 or Life & Disability) required (experience)
- Certified Financial Planner (CFP) preferred (experience)
- Valid driver's license for occasional 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
- Develop partnerships with branch teams and Centers of Influence for cross-selling
Benefits
- general: Competitive compensation and performance-based incentives
- general: Comprehensive professional development and licensing support
- general: Collaborative team environment with branch partnerships
- general: Opportunities for career growth within KeyBank
- general: Focus on work-life balance with occasional travel
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Advisor - Careers at KeyBank @ KeyBank.
Related Books and Jobs