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, investment, and planning solutions. With a strong presence across the United States, KeyBank serves mass affluent clients with personalized wealth management services. Join our team in South Bend, IN, and become part of a dynamic organization focused on client success and professional growth in banking jobs and KeyBank careers.
Position Summary
The Private Client Advisor at KeyBank's South Bend branch (202 S Michigan Street) 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 $50K+ investable assets, particularly targeting $250K-$2M. As a key partner to retail branch teams, you'll drive relationship growth, cross-sell opportunities, and holistic financial strategies in the competitive banking and wealth management sector.
Key Responsibilities
- Grow and expand client relationships through consistent sales processes and financial planning.
- Lead holistic financial wellness conversations to uncover investment and banking opportunities.
- Provide comprehensive, 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 build 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) required.
- CFP certification preferred.
- Strong sales track record, client focus, and team collaboration skills.
- Valid driver's license; occasional travel.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values ethical practices, client-first service, and professional development. Enjoy career advancement in private client advising, access to cutting-edge financial tools, and the chance to make a real impact in South Bend's banking community. KeyBank offers competitive pay, comprehensive training, and a commitment to work-life balance. Apply now for this rewarding Private Client Advisor role and elevate your career in finance!
Locations
- South Bend, Indiana, 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) 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 create 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: Partnership with leading financial institution
- general: Collaborative team environment
- general: Career growth in wealth management
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, investment, and planning solutions. With a strong presence across the United States, KeyBank serves mass affluent clients with personalized wealth management services. Join our team in South Bend, IN, and become part of a dynamic organization focused on client success and professional growth in banking jobs and KeyBank careers.
Position Summary
The Private Client Advisor at KeyBank's South Bend branch (202 S Michigan Street) 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 $50K+ investable assets, particularly targeting $250K-$2M. As a key partner to retail branch teams, you'll drive relationship growth, cross-sell opportunities, and holistic financial strategies in the competitive banking and wealth management sector.
Key Responsibilities
- Grow and expand client relationships through consistent sales processes and financial planning.
- Lead holistic financial wellness conversations to uncover investment and banking opportunities.
- Provide comprehensive, 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 build 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) required.
- CFP certification preferred.
- Strong sales track record, client focus, and team collaboration skills.
- Valid driver's license; occasional travel.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values ethical practices, client-first service, and professional development. Enjoy career advancement in private client advising, access to cutting-edge financial tools, and the chance to make a real impact in South Bend's banking community. KeyBank offers competitive pay, comprehensive training, and a commitment to work-life balance. Apply now for this rewarding Private Client Advisor role and elevate your career in finance!
Locations
- South Bend, Indiana, 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) 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 create 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: Partnership with leading financial institution
- general: Collaborative team environment
- general: Career growth in wealth management
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Advisor - Careers at KeyBank @ KeyBank.
Related Books and Jobs