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 focus on community banking and wealth management, KeyBank serves mass affluent clients across the United States, delivering holistic financial wellness planning and investment services. Join our dynamic team at our Lansdale, PA location and help clients achieve their financial goals while advancing your career in banking.
Position Summary
The Private Client Advisor plays a pivotal role in serving KeyBank's mass affluent client base, leading with financial planning and wellness methodologies. Based at 1804 North Broad Street in Lansdale, Pennsylvania, this position focuses on providing comprehensive investment solutions, growing client relationships, and partnering with retail branch teams to uncover full household opportunities. Ideal for licensed financial professionals passionate about consultative sales and client success.
Key Responsibilities
- Grow and expand client relationships targeting investable assets of $250K-$2M through consistent sales processes and financial planning.
- Conduct holistic financial wellness conversations to identify investment and banking opportunities.
- Deliver needs-based investment solutions using assessment tools and partner with branch staff.
- Achieve sales and referral goals via book of business, leads, and branch referrals.
- Coach and mentor branch personnel to maximize investment referrals and client service.
Required Qualifications
- Education: High School Diploma required; Bachelor's Degree preferred.
- Licenses: FINRA SIE, S7, S66 (or S63 & 65), and Resident State Insurance Licenses required upon hire (or within specified timeframe).
- Skills: Proven sales track record, client-centric approach, team collaboration, knowledge of investment products.
- Other: Valid driver's license; occasional travel required.
This full-time, mid-level role demands a professional who thrives in a fast-paced branch environment, with physical demands including prolonged sitting and occasional lifting up to 10 lbs.
Why Join Us
At KeyBank, you'll enjoy a supportive culture emphasizing Key's Values and Leadership Competencies. Benefit from ongoing training, cross-selling opportunities across Consumer Bank lines, and a strong Center of Influence network. Advance your career with a Fortune 500 company dedicated to ethical practices, client best interests, and community impact. Apply now for Private Client Advisor jobs in Lansdale, PA, and banking careers at KeyBank.
Locations
- Lansdale, Pennsylvania, 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 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 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 incentives
- general: Comprehensive professional development opportunities
- general: Collaborative team environment with branch partnerships
- general: Access to KeyBank's full suite of financial products and services
- general: Career growth within a leading national bank
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 focus on community banking and wealth management, KeyBank serves mass affluent clients across the United States, delivering holistic financial wellness planning and investment services. Join our dynamic team at our Lansdale, PA location and help clients achieve their financial goals while advancing your career in banking.
Position Summary
The Private Client Advisor plays a pivotal role in serving KeyBank's mass affluent client base, leading with financial planning and wellness methodologies. Based at 1804 North Broad Street in Lansdale, Pennsylvania, this position focuses on providing comprehensive investment solutions, growing client relationships, and partnering with retail branch teams to uncover full household opportunities. Ideal for licensed financial professionals passionate about consultative sales and client success.
Key Responsibilities
- Grow and expand client relationships targeting investable assets of $250K-$2M through consistent sales processes and financial planning.
- Conduct holistic financial wellness conversations to identify investment and banking opportunities.
- Deliver needs-based investment solutions using assessment tools and partner with branch staff.
- Achieve sales and referral goals via book of business, leads, and branch referrals.
- Coach and mentor branch personnel to maximize investment referrals and client service.
Required Qualifications
- Education: High School Diploma required; Bachelor's Degree preferred.
- Licenses: FINRA SIE, S7, S66 (or S63 & 65), and Resident State Insurance Licenses required upon hire (or within specified timeframe).
- Skills: Proven sales track record, client-centric approach, team collaboration, knowledge of investment products.
- Other: Valid driver's license; occasional travel required.
This full-time, mid-level role demands a professional who thrives in a fast-paced branch environment, with physical demands including prolonged sitting and occasional lifting up to 10 lbs.
Why Join Us
At KeyBank, you'll enjoy a supportive culture emphasizing Key's Values and Leadership Competencies. Benefit from ongoing training, cross-selling opportunities across Consumer Bank lines, and a strong Center of Influence network. Advance your career with a Fortune 500 company dedicated to ethical practices, client best interests, and community impact. Apply now for Private Client Advisor jobs in Lansdale, PA, and banking careers at KeyBank.
Locations
- Lansdale, Pennsylvania, 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 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 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 incentives
- general: Comprehensive professional development opportunities
- general: Collaborative team environment with branch partnerships
- general: Access to KeyBank's full suite of financial products and services
- general: Career growth within a leading national bank
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Advisor - Careers at KeyBank @ KeyBank.
Related Books and Jobs