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Private Client Advisor at KeyBank - ApplyBlast

Private Client Advisor

KeyBank

4 months ago

3.6 on Glassdoor

West Haven, CT

Hybrid

Full Time

Senior

0 applicants

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About this role

The Private Client Advisor serves the Mass Affluent client base at KeyBank, focusing on financial planning and wellness to drive investment solutions and relationship growth. The role involves executing a consultative sales process, developing comprehensive financial plans, and cultivating partnerships within the branch network and centers of influence. Advisors must attain sales production goals while coordinating investment product delivery and mentoring branch personnel to maximize client needs.

Responsibilities

Grow new clients and expand existing relationships with investable assets over $50,000
Execute a consistent sales process and financial plan for prospects with assets between $250,000 to $2 Million
Host holistic Financial Wellness conversations and complete comprehensive financial plans
Develop Center of Influence strategies that leverage partnerships throughout the Consumer Bank
Coordinate investment product delivery and mentor branch personnel to maximize sales production

Skills

Qualifications

FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66 or S63 and 65Resident State Insurance LicensesCertified Financial Planner (CFP)

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!