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 Moses Lake, WA team and become part of a dynamic organization focused on client success and community impact.
Position Summary
The Private Client Advisor at KeyBank in Moses Lake, WA, plays a pivotal role in serving our mass affluent client base. This full-time, mid-level position emphasizes financial planning and wellness, delivering investment solutions to clients with $50,000+ in investable assets, particularly targeting $250,000 to $2 million. You'll partner with retail branch teams to uncover full relationship opportunities, drive sales growth, and foster long-term client partnerships in a collaborative banking environment.
Key Responsibilities
Client Acquisition and Growth
- Grow new clients and expand existing relationships using a consistent sales process and financial planning.
- Host holistic financial wellness conversations to identify investment and banking opportunities.
Sales and Partnerships
- Utilize consultative sales and assessment tools to offer comprehensive investment solutions.
- Attain sales and referral goals by leveraging book of business, leads, and branch referrals.
- Develop Centers of Influence strategies and cross-sell KeyBank products.
Team Collaboration
- Actively engage branch teams to identify investment opportunities.
- Coordinate product delivery, coach personnel, and ensure client-centric service.
Required Qualifications
To succeed as a Private Client Advisor, candidates must hold FINRA SIE, S7, and S66 (or S63 & 65) licenses upon hire, along with required state insurance licenses. A High School Diploma is required (Bachelor's preferred), with CFP certification highly valued. Strong sales track record, client focus, and teamwork skills are essential. Physical demands include prolonged sitting, PC use, and occasional travel/driving with a valid license.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values ethical practices, professional growth, and client-first service. Enjoy competitive pay (estimated $80,000-$150,000 yearly), licensing support, and opportunities to advance within our Consumer Bank network. Located at 314 East Third Avenue in Moses Lake, WA, this role offers a chance to build meaningful relationships in a growing community. Apply now for Private Client Advisor jobs at KeyBank and elevate your finance career!
Locations
- Moses Lake, Washington, 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)
- 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
- Coordinate investment product delivery and coach branch personnel
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 in KeyBank's Consumer Bank
- 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 across the United States, KeyBank serves mass affluent clients with comprehensive investment services, banking products, and financial wellness planning. Join our Moses Lake, WA team and become part of a dynamic organization focused on client success and community impact.
Position Summary
The Private Client Advisor at KeyBank in Moses Lake, WA, plays a pivotal role in serving our mass affluent client base. This full-time, mid-level position emphasizes financial planning and wellness, delivering investment solutions to clients with $50,000+ in investable assets, particularly targeting $250,000 to $2 million. You'll partner with retail branch teams to uncover full relationship opportunities, drive sales growth, and foster long-term client partnerships in a collaborative banking environment.
Key Responsibilities
Client Acquisition and Growth
- Grow new clients and expand existing relationships using a consistent sales process and financial planning.
- Host holistic financial wellness conversations to identify investment and banking opportunities.
Sales and Partnerships
- Utilize consultative sales and assessment tools to offer comprehensive investment solutions.
- Attain sales and referral goals by leveraging book of business, leads, and branch referrals.
- Develop Centers of Influence strategies and cross-sell KeyBank products.
Team Collaboration
- Actively engage branch teams to identify investment opportunities.
- Coordinate product delivery, coach personnel, and ensure client-centric service.
Required Qualifications
To succeed as a Private Client Advisor, candidates must hold FINRA SIE, S7, and S66 (or S63 & 65) licenses upon hire, along with required state insurance licenses. A High School Diploma is required (Bachelor's preferred), with CFP certification highly valued. Strong sales track record, client focus, and teamwork skills are essential. Physical demands include prolonged sitting, PC use, and occasional travel/driving with a valid license.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values ethical practices, professional growth, and client-first service. Enjoy competitive pay (estimated $80,000-$150,000 yearly), licensing support, and opportunities to advance within our Consumer Bank network. Located at 314 East Third Avenue in Moses Lake, WA, this role offers a chance to build meaningful relationships in a growing community. Apply now for Private Client Advisor jobs at KeyBank and elevate your finance career!
Locations
- Moses Lake, Washington, 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)
- 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
- Coordinate investment product delivery and coach branch personnel
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 in KeyBank's Consumer Bank
- 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