The Private Client Advisor will serve as the primary provider of investment services to KeyBank Mass Affluent clients with a focus on planning and financial wellness
Job Summary
The Private Client Advisor will serve as the primary provider of investment services to KeyBank Mass Affluent clients with a focus on planning and financial wellness.
This role requires establishing strong partnerships with Retail Branch Managers and Centers of Influence to identify full relationship opportunities across investments and banking.
Compensation includes a base salary of $62,400 annually plus eligibility for commission and deferred incentive compensation.
Matching Summary
The Private Client Advisor will serve as the primary provider of investment services to KeyBank Mass Affluent clients with a focus on planning and financial wellness.
Salary
Base: $62,400 annually; Bonus/Equity: Eligible for short-term and deferred incentive compensation; Benefits: Comprehensive benefits package eligible
Skills & Requirements
Must-have
Investable assets between $250,000 to $2 Million
Consultative sales process execution
Holistic financial wellness conversations
Nice-to-have
Strong client centric focus
Collaborative team member abilities
Proven ability to sell products
Key Requirements
FINRA SIE License Upon Hire
FINRA S7 License Upon Hire
FINRA S66 or S63 and 65 License Upon Hire
Resident State Insurance Licenses (Life, Variable, Accident/Health)