Role OverviewThe Private Client Advisor will focus on KeyBank's Mass Affluent client base, providing investment services and identifying full relationship opportunities. They will lead with planning and financial wellness as the basis of their methodology.
What You Will Do
The Advisor will be responsible for growing new clients, expanding existing relationships, and executing a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Why It Might Be a Fit
The ideal candidate will have a broad knowledge of client characteristics and needs, demonstrated sales results, a strong client-centric focus, and proven ability to work as a collaborative team member.
Requirements
- FINRA Security Industry Essentials (SIE) Upon Hire
- FINRA License S7 Upon Hire
- FINRA License S66 or S63 and 65 Upon Hire
- Certified Financial Planner (CFP)
- Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)
Benefits
- Commission and deferred incentive compensation
- Dental insurance
- Vision insurance
- Other benefits (list not provided)
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