Role OverviewThe Private Client Advisor will focus on KeyBank's Mass Affluent client base, leading with planning and financial wellness. They will provide investment services to new and existing clients, identifying full relationship opportunities.
What You Will Do
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 needs, strong sales results, and the ability to work as a collaborative team member.
Requirements
- High School Diploma or equivalent experience (required) or Bachelor's Degree (preferred)
- FINRA Security Industry Essentials (SIE) Upon Hire (required)
- FINRA License S7 Upon Hire (required)
- FINRA License S66 or S63 and 65 Upon Hire (required)
- Certified Financial Planner (CFP) (preferred)
- Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
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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