Associate Private Client Advisor

Description

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Job Summary

The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.

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.

Education Qualifications

Licenses and Certifications

Tactical Skills

Personal Skills

Practical Skills

Core Competencies

Physical Demands

Driving Requirements

COMPENSATION AND BENEFITS

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

This position is eligible to earn a base salary rate in the range of $55,000 to $77,000 per year depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.

Please click for a list of benefits for which this position is eligible.

Job Posting Expiration Date : 04 / 24 / 2026

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