Role OverviewThe Private Client Advisor will focus on KeyBank's Mass Affluent client base, providing investment services and financial wellness to new and existing clients. The Advisor will lead with planning and financial wellness concepts, establishing strong partnerships with Retail Branch Managers and Centers of Influence.
What You Will Do
Grow new clients, expand existing relationships, host holistic Financial Wellness conversations, complete comprehensive financial plans, and refer clients to banking related services.
Why It Might Be a Fit
The ideal candidate will have a broad knowledge of client characteristics and needs, strong sales results, a 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
- Dental insurance
- Vision insurance
- Short-term incentive compensation
- Deferred incentive compensation
- Eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance
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