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KeyBank · 4 months ago

Associate Private Client Advisor

Corry, PA

Full-time

Onsite

New Grad, Entry Level

KeyBank is a financial services company seeking an Associate Private Client Advisor to assist Private Client Advisors in delivering investment solutions to Mass Affluent clients. The role involves client management, service delivery, and developing strong partnerships with branch teams to maximize sales production and referral opportunities.

Banking

Responsibilities

Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production

Be an active member of the Branch team and participate in in-person Branch Huddles and Debriefs

Work in a branch environment to provide in-person client services

Assist Private Client Advisor in engaging licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base

Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships

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

Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning

Partner with Private Client Advisor to grow year-over-year revenue

Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank

Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice

Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key

Qualification

FINRA Security Industry EssentialsFINRA License S7FINRA License S66S63S65Certified Financial PlannerResident State Insurance LicensesFinancial services experienceClient centric focusSales abilityOffice equipment proficiencyCollaborative team member