About KeyBank

KeyBank is a leading national bank with a rich history of empowering clients through innovative financial solutions. With branches across the United States, including our Twin Falls, ID location at 1665 N Blue Lakes Boulevard, KeyBank serves mass affluent clients with personalized investment services and comprehensive banking. Join our dynamic team and contribute to financial wellness in communities like Twin Falls.

Position Summary

The Private Client Advisor at KeyBank focuses on mass affluent clients ($50K+ investable assets), leading with financial planning and wellness. As the primary provider of investment services, you'll identify full relationship opportunities, partner with retail branch teams, and deliver holistic solutions. This full-time, mid-level role in Twin Falls, ID, offers a chance to drive sales growth while building lasting client partnerships in banking and investments.

Key Responsibilities

• Grow new clients and expand relationships, targeting $250K-$2M investable assets through consistent sales processes.
• Conduct holistic Financial Wellness conversations and create comprehensive financial plans to uncover investment and banking opportunities.
• Employ consultative sales and assessment tools to offer needs-based investment solutions, partnering with branch staff.
• Achieve sales production and referral goals using book of business, leads, and referrals.
• Master Key Investment Services and bank products for cross-selling and generating qualified referrals.
• Collaborate with branch teams to identify investment opportunities from new and existing clients.
• Coordinate investment product delivery, coach branch personnel, and maximize client-centric sales.
• Develop Center of Influence strategies leveraging Consumer Bank partnerships.

Required Qualifications

Education: High School Diploma required; Bachelor's Degree preferred.
Licenses: FINRA S7 upon hire (required); S66 or S63/66/65 (required). Licenses must be obtained within specified timeframe if not held at hire.
Tactical Skills: Investment market knowledge, proven sales results, client focus, team collaboration, office equipment proficiency.
Personal Skills: Collaboration, digital awareness, decision-making, empathy, persuasion.

Why Join Us

At KeyBank, thrive in a supportive environment with strong branch partnerships and professional growth opportunities. Enjoy competitive pay (estimated $80K-$150K base + commissions), comprehensive benefits, and the impact of helping clients achieve financial goals. Ideal for experienced financial advisors seeking banking jobs in Twin Falls, ID. Comply with KeyBank policies for ethical, client-first service. Apply now for KeyBank careers in private client advising!