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 across the United States, KeyBank serves mass affluent clients with comprehensive investment services, banking products, and financial wellness planning. Join our team in Medford, OR, and contribute to building lasting client relationships while advancing your career in financial services.
Position Summary
The Private Client Advisor at KeyBank focuses on mass affluent clients ($250K-$2M investable assets), delivering holistic financial planning and investment solutions. As the primary provider of investment services, you'll partner with retail branch teams to identify opportunities, drive sales growth, and foster full relationship development. This role emphasizes consultative selling, financial wellness, and collaboration to meet client needs and achieve production goals.
Key Responsibilities
- Grow and expand client relationships with investable assets over $50K, targeting $250K-$2M segment through consistent sales processes.
- Lead holistic financial wellness conversations and create comprehensive financial plans to uncover investment and banking opportunities.
- Provide needs-based investment solutions using assessment tools and partner with branch staff for referrals.
- Achieve sales and referral goals by leveraging book of business, leads, and branch partnerships.
- Coach and mentor branch personnel on investment opportunities and coordinate product delivery.
Required Qualifications
- Education: High School Diploma (required); Bachelor's Degree (preferred).
- Licenses: FINRA SIE, S7, S66 (or S63 & 65), and state insurance licenses required upon hire or within specified timeframe.
- Skills: Proven sales track record, client-centric approach, team collaboration, knowledge of investment products, and proficiency with financial systems.
- Other: Valid driver's license; occasional travel; ability to lift up to 10 lbs.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values professional growth, ethical practices, and client-first service. Enjoy opportunities for advancement, ongoing training, and a collaborative culture. Medford, OR, offers a vibrant community and work-life balance. Apply now for Private Client Advisor jobs at KeyBank and elevate your finance career with a trusted leader in banking and investments. #KeyBankCareers #PrivateClientAdvisor #MedfordJobs
Locations
- Medford, 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 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 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: Career growth within KeyBank
- general: Comprehensive training and licensing support
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 across the United States, KeyBank serves mass affluent clients with comprehensive investment services, banking products, and financial wellness planning. Join our team in Medford, OR, and contribute to building lasting client relationships while advancing your career in financial services.
Position Summary
The Private Client Advisor at KeyBank focuses on mass affluent clients ($250K-$2M investable assets), delivering holistic financial planning and investment solutions. As the primary provider of investment services, you'll partner with retail branch teams to identify opportunities, drive sales growth, and foster full relationship development. This role emphasizes consultative selling, financial wellness, and collaboration to meet client needs and achieve production goals.
Key Responsibilities
- Grow and expand client relationships with investable assets over $50K, targeting $250K-$2M segment through consistent sales processes.
- Lead holistic financial wellness conversations and create comprehensive financial plans to uncover investment and banking opportunities.
- Provide needs-based investment solutions using assessment tools and partner with branch staff for referrals.
- Achieve sales and referral goals by leveraging book of business, leads, and branch partnerships.
- Coach and mentor branch personnel on investment opportunities and coordinate product delivery.
Required Qualifications
- Education: High School Diploma (required); Bachelor's Degree (preferred).
- Licenses: FINRA SIE, S7, S66 (or S63 & 65), and state insurance licenses required upon hire or within specified timeframe.
- Skills: Proven sales track record, client-centric approach, team collaboration, knowledge of investment products, and proficiency with financial systems.
- Other: Valid driver's license; occasional travel; ability to lift up to 10 lbs.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values professional growth, ethical practices, and client-first service. Enjoy opportunities for advancement, ongoing training, and a collaborative culture. Medford, OR, offers a vibrant community and work-life balance. Apply now for Private Client Advisor jobs at KeyBank and elevate your finance career with a trusted leader in banking and investments. #KeyBankCareers #PrivateClientAdvisor #MedfordJobs
Locations
- Medford, 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 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 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: Career growth within KeyBank
- general: Comprehensive training and licensing support
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Advisor - Careers at KeyBank @ KeyBank.
Related Books and Jobs