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Private Client Advisor at KeyBank - ApplyBlast

Private Client Advisor

KeyBank

5 months ago

3.6 on Glassdoor

Saco, ME

Hybrid

Full Time

Executive

0 applicants

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About this role

A Private Client Advisor at KeyBank serves Mass Affluent clients, developing comprehensive financial wellness plans and investment strategies to drive relationship growth and sales production. The role involves utilizing a consultative sales process to target high-net-worth individuals and collaborating with branch teams to maximize full household opportunities. Candidates will execute consistent sales methodologies while coordinating investment product delivery and leveraging partnerships within the consumer bank ecosystem.

Responsibilities

Develop comprehensive financial wellness plans for Mass Affluent clients
Execute consultative sales processes to grow relationships exceeding $250k in assets
Maximize full household and relationship growth opportunities through cross-selling
Coordinate investment product delivery and mentor branch personnel
Leverage Center of Influence partnerships to generate qualified referrals

Skills

Qualifications

FINRA Security Industry EssentialsFINRA License S7FINRA License S66 or S63 and S65Resident State Insurance LicensesCertified Financial Planner

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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