KeyCorp is seeking a Private Client Advisor in Hamburg, NY, to service and expand relationships with Mass Affluent clients through comprehensive financial planning and investment solutions. The role emphasizes consultative sales processes and collaboration with branch teams to achieve sales goals and ensure client satisfaction
Job Summary
The Private Client Advisor will lead investment services for KeyBank Mass Affluent clients by providing tailored financial wellness solutions.
This role requires establishing strong partnerships with Retail Branch Managers and Centers of Influence to identify full relationship opportunities.
Compensation includes a base salary of $62,400 annually plus eligibility for commission and deferred incentive compensation.
Matching Summary
Match Score: 85
KeyCorp is seeking a Private Client Advisor in Hamburg, NY, to service and expand relationships with Mass Affluent clients through comprehensive financial planning and investment solutions. The role emphasizes consultative sales processes and collaboration with branch teams to achieve sales goals and ensure client satisfaction.
Salary
Base: $62,400 annually; Bonus/Equity: Commission and deferred incentive compensation eligible; Benefits: Not specified
Skills & Requirements
Must-have
Consultative sales process execution
Comprehensive financial plan development
Client relationship growth strategies
Investment product knowledge application
Cross-selling banking solutions
Nice-to-have
Strong collaborative team member
Holistic client centric focus
Proven sales results evidence
Effective coaching abilities
Key Requirements
FINRA SIE License required upon hire
FINRA S7 License required upon hire
FINRA S66 or S63 and 65 License required upon hire
Resident State Insurance Licenses (Life, Variable, Accident/Health)
Bachelor's Degree preferred over High School Diploma