Role OverviewThe Private Client Advisor will focus on KeyBank's Mass Affluent client base, providing investment services and identifying full relationship opportunities. The Advisor will lead with planning and financial wellness, establishing strong partnerships with Retail Branch Managers and teams.
What You Will Do
Host holistic Financial Wellness conversations, complete comprehensive financial plans, and provide needs-based financial solutions to clients. The Advisor will also attain sales production and referral goals, develop a complete understanding of Key Investment Services solutions, and engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities.
Why It Might Be a Fit
The ideal candidate will have a broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space, demonstrated ability to sell products and services to investment clients, and 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
- Certified Financial Planner (CFP) (preferred)
- Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
Benefits
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- 401(k) plan
- Deferred incentive compensation
- Commission
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