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KeyBank · 23 hours ago

Associate Private Client Advisor

Olympia, WA

Full-time

Onsite

New Grad, Entry Level

$78K/yr - $78K/yr

KeyBank is a financial services company looking for an Associate Private Client Advisor to assist Private Client Advisors with a focus on Mass Affluent clients. The role involves providing investment solutions, managing client relationships, and collaborating with branch teams to maximize sales production.

Banking

Responsibilities

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

Be an active member of the Branch team

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

Utilizing 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 License S7FINRA License S66Investment SolutionsSales SkillsClient ManagementInfluenceBusiness AcumenCollaborationCritical ThinkingPersuasionProblem SolvingOral & Written Communication

Required

High School Diploma (required)

FINRA License S7 Upon Hire (required) or

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

FINRA License S66 and Resident State Insurance License Upon Hire (required) or

FINRA License S63 Upon Hire (required) and

FINRA License S65 Upon Hire (required)

Conducts due diligence research for a variety of complex investment portfolio disciplines; builds investment cases to inform clients

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

In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment

Promotion into a Private Client Advisor role is not permitted until the full licensing requirements are met

Should be in a partnership with an eligible Private Client Advisor and should be receiving a commission sharing agreement

Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals

Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process

Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence

Persuasion: Possesses a solid ability to use message tailoring and probing questions to garner support from various stakeholders; may coach others on improving their own tools and techniques for persuasion

Problem Solving: Demonstrates the ability to examine a specific problem and understand the perspective of stakeholders; uses fact-finding techniques to identify and document specific problems

Business Acumen: Works to understand the business priorities of internal and external clients and can describe relevant profitability drivers and considerations

Constructive Debate: Uses active listening skills and probing techniques to understand other positions and applies a fact-based approach to responding

Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively

All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies

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

Preferred

Bachelor's Degree (preferred)

Benefits

This position is eligible to earn commission and deferred incentive compensation.

Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.