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 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. They will utilize a consultative sales process, provide comprehensive financial solutions, and attain sales production and referral goals.
Why It Might Be a Fit
The ideal candidate will have a broad knowledge of client needs, strong sales results, and a client-centric focus. They will be able to work collaboratively as a team member and utilize proprietary financial services systems.
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
- Dental insurance
- Vision insurance
- Short-term incentive compensation
- Deferred incentive compensation
- Short-term disability insurance
- Life insurance
- 401(k) or 403(b) plan
- Paid time off (vacation, sick leave)
- Paid holidays
- Flexible spending accounts (health savings account, dependent care account)
- Employee assistance program
- Wellness program
- Professional development opportunities
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