Private Client Advisor

Location: 24600 Chagrin Boulevard, Beachwood, Ohio 44122

About the role

The Private Client Advisor focuses on KeyBank’s Mass Affluent client base, leading with financial planning and wellness. As the primary provider of investment services, the Advisor delivers solutions to new and existing clients while identifying opportunities to deepen relationships. This role involves strong collaboration with Retail Branch Managers, teams, and Centers of Influence, as well as maintaining partnerships across the organization.

Responsibilities

• Grow new client relationships and expand existing ones with clients holding more than $50,000 in investable assets, specifically targeting and executing a consistent sales process for clients with investable assets between $250,000 and $2 million.
• Host holistic Financial Wellness conversations and complete comprehensive financial plans to uncover full household and relationship growth opportunities, including investments and banking-related needs, and make referrals as appropriate.
• Utilize a consultative sales process and assessment tools to provide needs-based financial solutions, offering a range of investment options while partnering with banking center staff.
• Attain sales production and referral goals (closed and accepted) by managing a book of business, lead lists, and acting on received referrals.
• Develop a thorough understanding of Key Investment Services solutions to support cross-selling and learn core bank products to generate qualified referrals back to Consumer Bank lines of business.
• Actively engage with licensed and non-licensed branch personnel to identify investment referral opportunities from new and existing clients.
• Coordinate investment product delivery within assigned branch(es), including coaching and mentoring branch personnel, client management, service delivery, and maximizing client needs-based sales production.
• Develop and execute a strong Center of Influence strategy leveraging partnerships throughout the Consumer Bank.
• Perform other duties as assigned; responsibilities may change or new ones may be added at any time.
• Comply with all KeyBank policies and procedures, including acting professionally, ethically, and in the best interests of clients while avoiding conflicts of interest.

Requirements

• High School Diploma or equivalent experience (required); Bachelor’s Degree (preferred).
• FINRA Security Industry Essentials (SIE) (required upon hire).
• FINRA License S7 (required upon hire).
• FINRA License S66 or S63 and 65 (required upon hire).
• Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required).
• Certified Financial Planner (CFP) (preferred).
• If licenses are not held at the time of hire, they must be obtained within the timeframe specified in the offer letter; failure to do so may result in termination.

Skills

• Broad knowledge of the characteristics and needs of clients and partners within the bank-based investment market space.
• Demonstrated ability to sell products and services to investment clients, with evidence of strong sales results.
• Strong client-centric focus.
• Proven ability to work collaboratively as part of a team.
• Proficiency in using standard office equipment and proprietary financial services systems.

Physical Demands

• General office environment: prolonged sitting, frequent communication (in person or by phone), and regular use of a PC/laptop.
• Occasional lifting, pushing, or pulling of backpacks or computer bags up to 10 lbs.

Travel

• Occasional travel, including overnight stays.
• May require driving to multiple locations in a single day; valid driver’s license required.

Pay

This position is eligible to earn commission and deferred incentive compensation.

Benefits

This role is eligible for a comprehensive benefits package. Click here for a list of available benefits.