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KeyBank · 1 day ago

Private Client Advisor

Estacada, OR

Full-time

Onsite

Mid Level

KeyBank is focused on providing investment services to Mass Affluent clients. The Private Client Advisor will grow new clients, expand existing relationships, and provide comprehensive financial solutions while collaborating with branch teams and maintaining strong partnerships.

Banking

Responsibilities

Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million

Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly

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

Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals

Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB’s of the Consumer Bank, where appropriate

Be an active member and participant of the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base

Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production

Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer 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 S66S63Resident State Insurance LicensesCertified Financial PlannerSales skillsClient centric focusProprietary financial services systemsCollaborative team member

Required

High School Diploma or equivalent experience (required) or Bachelor's Degree (preferred)

FINRA Security Industry Essentials (SIE) Upon Hire (required)

FINRA License S7 Upon Hire (required)

FINRA License S66 or S63 and 65 Upon Hire (required)

Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)

Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space

Demonstrated ability to sell products and services to investment clients; evidence of strong sales results

Strong client centric focus

Proven ability to work as a collaborative team member

Ability to use standard office equipment, proprietary financial services systems

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs

May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required