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 Salt Lake City team and become part of a dynamic organization focused on client success and community impact.
Position Summary
The Private Client Advisor at KeyBank's Salt Lake City branch (2299 Highland Drive) plays a pivotal role in serving our mass affluent client base. This position emphasizes financial planning and wellness, delivering investment solutions to clients with $50,000+ in investable assets, particularly targeting $250,000 to $2 million. As the primary investment services provider, you'll build lasting relationships, uncover full household opportunities, and partner with retail branch teams to drive growth.
Key Responsibilities
- Grow and expand client relationships through consistent sales processes and comprehensive financial plans.
- Host holistic financial wellness conversations to identify investment and banking opportunities.
- Provide needs-based solutions using consultative sales and assessment tools.
- Achieve sales and referral goals via book of business, leads, and branch partnerships.
- Coach branch personnel, coordinate product delivery, and develop Centers of Influence strategies.
Required Qualifications
- High School Diploma required; Bachelor's Degree preferred.
- FINRA licenses: SIE, S7, S66 (or S63 & 65) required upon hire.
- State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability) required.
- CFP certification preferred.
- Strong sales track record, client focus, and team collaboration skills.
- Valid driver's license; occasional travel required.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values ethical practices, professional growth, and work-life balance. Enjoy competitive pay, licensing support, and opportunities to advance within our national network. Contribute to client financial success while building your career in Salt Lake City's vibrant banking sector. KeyBank offers a collaborative culture, ongoing training, and a commitment to your professional development. Apply today for this full-time, mid-level Private Client Advisor role and elevate your finance career with a trusted leader in banking and investments.
Locations
- Salt Lake City, Utah, 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
- Coordinate investment product delivery and coach branch personnel
Benefits
- general: Competitive compensation structure
- general: Professional development opportunities
- general: Collaborative team environment
- general: Comprehensive training and licensing support
- general: Career growth within KeyBank's national network
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 Salt Lake City team and become part of a dynamic organization focused on client success and community impact.
Position Summary
The Private Client Advisor at KeyBank's Salt Lake City branch (2299 Highland Drive) plays a pivotal role in serving our mass affluent client base. This position emphasizes financial planning and wellness, delivering investment solutions to clients with $50,000+ in investable assets, particularly targeting $250,000 to $2 million. As the primary investment services provider, you'll build lasting relationships, uncover full household opportunities, and partner with retail branch teams to drive growth.
Key Responsibilities
- Grow and expand client relationships through consistent sales processes and comprehensive financial plans.
- Host holistic financial wellness conversations to identify investment and banking opportunities.
- Provide needs-based solutions using consultative sales and assessment tools.
- Achieve sales and referral goals via book of business, leads, and branch partnerships.
- Coach branch personnel, coordinate product delivery, and develop Centers of Influence strategies.
Required Qualifications
- High School Diploma required; Bachelor's Degree preferred.
- FINRA licenses: SIE, S7, S66 (or S63 & 65) required upon hire.
- State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability) required.
- CFP certification preferred.
- Strong sales track record, client focus, and team collaboration skills.
- Valid driver's license; occasional travel required.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values ethical practices, professional growth, and work-life balance. Enjoy competitive pay, licensing support, and opportunities to advance within our national network. Contribute to client financial success while building your career in Salt Lake City's vibrant banking sector. KeyBank offers a collaborative culture, ongoing training, and a commitment to your professional development. Apply today for this full-time, mid-level Private Client Advisor role and elevate your finance career with a trusted leader in banking and investments.
Locations
- Salt Lake City, Utah, 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
- Coordinate investment product delivery and coach branch personnel
Benefits
- general: Competitive compensation structure
- general: Professional development opportunities
- general: Collaborative team environment
- general: Comprehensive training and licensing support
- general: Career growth within KeyBank's national network
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Advisor - Careers at KeyBank @ KeyBank.
Related Books and Jobs