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 planning solutions. With a strong presence across the United States, KeyBank serves mass affluent clients with comprehensive services designed to build lasting relationships and deliver exceptional value. Join our team in Pearl River, NY, and be part of a dynamic organization focused on client success and professional growth.
Position Summary
The Private Client Advisor at KeyBank plays a pivotal role in serving our mass affluent client base ($250K-$2M investable assets) by leading with financial planning and wellness. Based at our Pearl River, NY location (93 N Middletown Rd), you will provide investment solutions, uncover full relationship opportunities, and partner with retail branch teams to drive growth. This full-time, mid-level position requires FINRA licensing and a passion for consultative sales in the banking and investment sector.
Key Responsibilities
- Grow and expand client relationships with investable assets over $50K, targeting $250K-$2M segment through consistent sales processes.
- Conduct holistic financial wellness conversations and develop comprehensive financial plans to identify investment and banking opportunities.
- Deliver needs-based financial solutions using assessment tools and partner with branch staff for referrals.
- Achieve sales production goals via book of business, leads, and referrals while cross-selling KeyBank products.
- Build strong partnerships with branch managers, teams, and Centers of Influence to maximize client acquisition.
- Coordinate investment services delivery, mentor branch personnel, and ensure compliance with all policies.
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 and prolonged sitting.
This SEO-optimized Private Client Advisor role at KeyBank in Pearl River, NY offers a chance to thrive in banking jobs, financial advising, and investment careers with top-tier support.
Why Join Us
At KeyBank, you'll enjoy a supportive culture emphasizing Key Values and leadership competencies. Benefit from ongoing training, licensing assistance, competitive pay (estimated $80K-$150K), and opportunities to advance in a collaborative environment. Drive financial success for clients while building your career in Pearl River, NY. Apply for KeyBank careers today and elevate your professional journey in finance!
Locations
- Pearl River, New York, 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 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 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.
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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 planning solutions. With a strong presence across the United States, KeyBank serves mass affluent clients with comprehensive services designed to build lasting relationships and deliver exceptional value. Join our team in Pearl River, NY, and be part of a dynamic organization focused on client success and professional growth.
Position Summary
The Private Client Advisor at KeyBank plays a pivotal role in serving our mass affluent client base ($250K-$2M investable assets) by leading with financial planning and wellness. Based at our Pearl River, NY location (93 N Middletown Rd), you will provide investment solutions, uncover full relationship opportunities, and partner with retail branch teams to drive growth. This full-time, mid-level position requires FINRA licensing and a passion for consultative sales in the banking and investment sector.
Key Responsibilities
- Grow and expand client relationships with investable assets over $50K, targeting $250K-$2M segment through consistent sales processes.
- Conduct holistic financial wellness conversations and develop comprehensive financial plans to identify investment and banking opportunities.
- Deliver needs-based financial solutions using assessment tools and partner with branch staff for referrals.
- Achieve sales production goals via book of business, leads, and referrals while cross-selling KeyBank products.
- Build strong partnerships with branch managers, teams, and Centers of Influence to maximize client acquisition.
- Coordinate investment services delivery, mentor branch personnel, and ensure compliance with all policies.
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 and prolonged sitting.
This SEO-optimized Private Client Advisor role at KeyBank in Pearl River, NY offers a chance to thrive in banking jobs, financial advising, and investment careers with top-tier support.
Why Join Us
At KeyBank, you'll enjoy a supportive culture emphasizing Key Values and leadership competencies. Benefit from ongoing training, licensing assistance, competitive pay (estimated $80K-$150K), and opportunities to advance in a collaborative environment. Drive financial success for clients while building your career in Pearl River, NY. Apply for KeyBank careers today and elevate your professional journey in finance!
Locations
- Pearl River, New York, 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 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 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.
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