Private Client Advisor
Core
Provide investment solutions and financial planning to Mass Affluent clients with $250k–$2M in investable assets, driving sales production and cross-selling banking products.
Role type
Private Client Advisor (Financial Advisor)
Builds
Investment portfolios and comprehensive financial plans for KeyBank Mass Affluent clients
Domain
Banking / Wealth Management
Required skills
consultative sales process, comprehensive financial planning, client relationship management, cross-selling banking products, sales goal attainment, partnership development with branch teams
Preferred skills
Certified Financial Planner (CFP), Bachelor's Degree
Technologies
proprietary financial services systems
Responsibilities
Execute a consistent sales process for clients with $250k–$2M assets, host holistic Financial Wellness conversations, attain sales production and referral goals, coordinate investment product delivery and coach branch personnel, develop Center of Influence strategies
Seniority
Individual Contributor, Mid-Level