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. With a focus on community banking, investment services, and financial wellness, KeyBank serves mass affluent clients across the United States. Join our team in Yelm, WA, and contribute to helping clients achieve their financial goals while advancing your career in a supportive, dynamic environment.
Position Summary
The Private Client Advisor at KeyBank plays a pivotal role in serving our mass affluent client base. This position emphasizes planning and financial wellness, delivering investment solutions to clients with investable assets between $250,000 and $2 million. As the primary provider of investment services, you'll build strong partnerships with retail branch teams and centers of influence to drive full relationship growth, including banking referrals.
Key Responsibilities
- Grow new clients and expand existing relationships targeting mass affluent segments.
- Lead holistic financial wellness conversations and develop comprehensive financial plans.
- Execute a consultative sales process using assessment tools for needs-based solutions.
- Achieve sales production and referral goals through proactive lead management.
- Collaborate with branch personnel to identify investment opportunities and coach on best practices.
- Build a Center of Influence strategy leveraging Consumer Bank partnerships.
Required Qualifications
To succeed as a Private Client Advisor, candidates must hold FINRA licenses (SIE, S7, S66 or S63 & 65) upon hire, along with required state insurance licenses. A High School Diploma is required (Bachelor's preferred), with CFP certification highly valued. Strong sales track record, client focus, and teamwork skills are essential. Physical demands include office work with occasional travel and driving.
Why Join Us
At KeyBank, you'll thrive in a client-first culture that values ethical practices and professional growth. Enjoy opportunities to mentor branch teams, access robust training, and contribute to KeyBank's mission of financial empowerment. Located at 1100 E Yelm Avenue, this full-time role offers a rewarding path for experienced financial professionals seeking impact in banking jobs in Yelm, WA. Apply now for KeyBank careers in investment advising and elevate your career with a trusted financial leader.
Locations
- Yelm, Washington, 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
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 empowering clients through innovative financial solutions. With a focus on community banking, investment services, and financial wellness, KeyBank serves mass affluent clients across the United States. Join our team in Yelm, WA, and contribute to helping clients achieve their financial goals while advancing your career in a supportive, dynamic environment.
Position Summary
The Private Client Advisor at KeyBank plays a pivotal role in serving our mass affluent client base. This position emphasizes planning and financial wellness, delivering investment solutions to clients with investable assets between $250,000 and $2 million. As the primary provider of investment services, you'll build strong partnerships with retail branch teams and centers of influence to drive full relationship growth, including banking referrals.
Key Responsibilities
- Grow new clients and expand existing relationships targeting mass affluent segments.
- Lead holistic financial wellness conversations and develop comprehensive financial plans.
- Execute a consultative sales process using assessment tools for needs-based solutions.
- Achieve sales production and referral goals through proactive lead management.
- Collaborate with branch personnel to identify investment opportunities and coach on best practices.
- Build a Center of Influence strategy leveraging Consumer Bank partnerships.
Required Qualifications
To succeed as a Private Client Advisor, candidates must hold FINRA licenses (SIE, S7, S66 or S63 & 65) upon hire, along with required state insurance licenses. A High School Diploma is required (Bachelor's preferred), with CFP certification highly valued. Strong sales track record, client focus, and teamwork skills are essential. Physical demands include office work with occasional travel and driving.
Why Join Us
At KeyBank, you'll thrive in a client-first culture that values ethical practices and professional growth. Enjoy opportunities to mentor branch teams, access robust training, and contribute to KeyBank's mission of financial empowerment. Located at 1100 E Yelm Avenue, this full-time role offers a rewarding path for experienced financial professionals seeking impact in banking jobs in Yelm, WA. Apply now for KeyBank careers in investment advising and elevate your career with a trusted financial leader.
Locations
- Yelm, Washington, 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
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