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Private Client Advisor at KeyBank - ApplyBlast

Private Client Advisor

KeyBank

4 months ago

3.6 on Glassdoor

Goshen, IN

Hybrid

Full Time

Senior

0 applicants

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About this role

A Private Client Advisor at KeyBank leads financial wellness and investment services for Mass Affluent clients, focusing on those with assets between $250,000 and $2 million. The role involves establishing partnerships with branch managers and centers of influence, executing consultative sales processes, and delivering comprehensive financial plans to drive relationship growth. Advisors facilitate holistic financial wellness conversations, coordinate investment product delivery, and mentor branch personnel to maximize client needs.

Responsibilities

Responsible for growing new clients and expanding existing relationships
Host holistic Financial Wellness conversations and complete financial plans
Attain sales production and referral goals to the Bank
Coordinate all aspects of investment product delivery within assigned branches
Develop a strong Center of Influence strategy leveraging partnerships

Skills

Qualifications

High School DiplomaBachelor's DegreeSIE LicenseSeries 7 LicenseSeries 63 and 66 Licenses

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!