Role OverviewThe Private Client Advisor will focus on KeyBank's Mass Affluent client base, providing investment services and financial wellness to clients. They will lead with planning and financial wellness concepts, establishing strong partnerships with Retail Branch Managers and teams.
What You Will Do
The Advisor will grow new clients, expand existing relationships, and host holistic Financial Wellness conversations to uncover full household and relationship growth opportunities.
Why It Might Be a Fit
The ideal candidate will have a broad knowledge of client characteristics and needs, demonstrated sales results, and a strong client-centric focus.
Requirements
- FINRA Security Industry Essentials (SIE) Upon Hire
- FINRA License S7 Upon Hire
- FINRA License S66 or S63 and 65 Upon Hire
- Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)
- High School Diploma or equivalent experience
- Bachelor's Degree (preferred)
- Certified Financial Planner (CFP) (preferred)
Benefits
- Commission
- Deferred incentive compensation
- List of benefits (click here for details)
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