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 innovative banking and investment solutions. With a strong presence across the United States, KeyBank serves mass affluent clients with personalized advice and comprehensive financial planning. Join our Schenectady, NY team and become part of a trusted institution dedicated to client success and community impact.
Position Summary
The Private Client Advisor at KeyBank focuses on mass affluent clients ($250K-$2M investable assets), delivering holistic financial wellness planning and investment solutions. Based at our 315 State Street location in Schenectady, New York, you'll partner with retail branches to identify opportunities, grow relationships, and provide comprehensive needs-based advice. This full-time role requires FINRA licensing and emphasizes consultative sales, client relationship management, and cross-selling banking products.
Key Responsibilities
- Grow and expand client relationships with investable assets over $50K, targeting $250K-$2M segment.
- Lead Financial Wellness conversations and develop full financial plans to uncover investment and banking opportunities.
- Execute consultative sales processes using assessment tools for tailored investment solutions.
- Meet sales and referral goals through existing book, leads, and branch partnerships.
- Coach branch teams on investment referrals and coordinate product delivery.
- Build Centers of Influence strategies across Consumer Bank divisions.
Required Qualifications
- High School Diploma required; Bachelor's Degree preferred.
- FINRA SIE, S7, S66 (or S63 & 65) required upon hire.
- State Insurance Licenses (Life, Variable, Accident/Health) required.
- Proven sales track record in investments and client-centric approach.
- Team collaboration skills and financial systems proficiency.
- Valid driver's license; occasional travel.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values professional growth, ethical practices, and client-first service. Enjoy competitive pay, licensing support, and opportunities to advance in banking and wealth management careers. Be part of a collaborative branch team driving financial success in Schenectady, NY. Apply now for Private Client Advisor jobs at KeyBank and elevate your finance career.
Locations
- Schenectady, New York, United States
Salary
80,000 - 120,000 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 holistic 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.
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 helping clients achieve financial wellness through innovative banking and investment solutions. With a strong presence across the United States, KeyBank serves mass affluent clients with personalized advice and comprehensive financial planning. Join our Schenectady, NY team and become part of a trusted institution dedicated to client success and community impact.
Position Summary
The Private Client Advisor at KeyBank focuses on mass affluent clients ($250K-$2M investable assets), delivering holistic financial wellness planning and investment solutions. Based at our 315 State Street location in Schenectady, New York, you'll partner with retail branches to identify opportunities, grow relationships, and provide comprehensive needs-based advice. This full-time role requires FINRA licensing and emphasizes consultative sales, client relationship management, and cross-selling banking products.
Key Responsibilities
- Grow and expand client relationships with investable assets over $50K, targeting $250K-$2M segment.
- Lead Financial Wellness conversations and develop full financial plans to uncover investment and banking opportunities.
- Execute consultative sales processes using assessment tools for tailored investment solutions.
- Meet sales and referral goals through existing book, leads, and branch partnerships.
- Coach branch teams on investment referrals and coordinate product delivery.
- Build Centers of Influence strategies across Consumer Bank divisions.
Required Qualifications
- High School Diploma required; Bachelor's Degree preferred.
- FINRA SIE, S7, S66 (or S63 & 65) required upon hire.
- State Insurance Licenses (Life, Variable, Accident/Health) required.
- Proven sales track record in investments and client-centric approach.
- Team collaboration skills and financial systems proficiency.
- Valid driver's license; occasional travel.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values professional growth, ethical practices, and client-first service. Enjoy competitive pay, licensing support, and opportunities to advance in banking and wealth management careers. Be part of a collaborative branch team driving financial success in Schenectady, NY. Apply now for Private Client Advisor jobs at KeyBank and elevate your finance career.
Locations
- Schenectady, New York, United States
Salary
80,000 - 120,000 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 holistic 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.
Related Books and Jobs