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Private Client Advisor at KeyBank - ApplyBlast

Private Client Advisor

KeyBank

3 months ago

3.6 on Glassdoor

Burlington, VT

Hybrid

Full Time

Senior

0 applicants

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About this role

A Private Client Advisor at KeyBank focuses on the Mass Affluent client base, providing investment solutions and financial wellness planning to new and existing clients. The role involves executing a consultative sales process to grow relationships with high-net-worth individuals, coordinating investment product delivery, and partnering with branch teams to maximize client needs. Advisors are responsible for attaining sales production goals, developing Center of Influence strategies, and maintaining strong professional relationships within the bank.

Responsibilities

Provide investment solutions to Mass Affluent clients with assets between $250,000 and $2 Million
Execute consultative sales processes to grow new client relationships and expand existing accounts
Host holistic financial wellness conversations to uncover household and relationship growth opportunities
Coordinate investment product delivery and mentor branch personnel on client management
Develop Center of Influence strategies to leverage partnerships throughout the Consumer Bank

Skills

Qualifications

FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66 or S63 and 65Resident State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability)Certified Financial Planner (CFP) preferred

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!