Private Client Advisor

Job Summary

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities.

Responsibilities

• Grow new clients and expand existing relationships with clients more than $50,000 in investable assets and target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
• Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
• Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
• Achiet sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.
• Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB’s of the Consumer Bank, where appropriate.
• Be an active member of the Branch team. Engage licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
• Cook all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
• Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
• Perform other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.

Qualifications

• High School Diploma (required)
• Bachelor's Degree (preferred)
• FINRA Security Industry Essentials (SIE) upon hire (required)
• FINRA License S7 upon hire (required)
• FINRA License S66 or S63 and 65 upon hire (required)
• Certified Financial Planner (CFP) (preferred)
• Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)