Talent.com
Private Client Advisor

Private Client Advisor

KeyCorpColumbus, OH, US
18 days ago
Job type
  • Full-time
Job description

Private Client Advisor

Location : 733 Bethel Road - Columbus, Ohio 43214

Job Summary : The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.

Essential Functions :

  • 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.

Education :

  • High School Diploma or equivalent experience (required) or
  • Bachelor's Degree (preferred)
  • Licenses and Certifications :

  • FINRA Security Industry Essentials (SIE) Upon Hire (required)
  • FINRA License S7 Upon Hire (required)
  • FINRA License S66 or S63 and 65 Upon Hire (required)
  • Certified Financial Planner (CFP) (preferred)
  • Resident State Insurance Licenses (Life, Variable, and Accident / Health or Life & Disability) (required)
  • 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.
  • Skills :

  • 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.
  • Core Competencies :

  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
  • Physical Demands :

  • 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.
  • Travel :

  • Occasional travel to include overnight stay.
  • Driving Requirements :

  • May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
  • KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

    Create a job alert for this search

    Client Advisor • Columbus, OH, US

    Related jobs
    • Promoted
    J.P. Morgan Wealth Management Private Client Advisor - Powell, Dublin - Ohio

    J.P. Morgan Wealth Management Private Client Advisor - Powell, Dublin - Ohio

    JPMorgan ChasePowell, OH, US
    Full-time
    Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...Show moreLast updated: 30+ days ago
    • Promoted
    J.P. Morgan Wealth Management Private Client Advisor - Delaware, Marion, Mt Gilead - Ohio

    J.P. Morgan Wealth Management Private Client Advisor - Delaware, Marion, Mt Gilead - Ohio

    JPMorgan ChaseDelaware, OH, US
    Full-time
    Show moreLast updated: 30+ days ago
    • Promoted
    J.P. Morgan Wealth Management Private Client Advisor - Delaware, Marion, Mt Gilead - Ohio

    J.P. Morgan Wealth Management Private Client Advisor - Delaware, Marion, Mt Gilead - Ohio

    ChaseDelaware, OH, US
    Full-time
    Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    HeadwayOH, United States
    Full-time
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Client Advisor

    Senior Client Advisor

    VirtualVocationsColumbus, Ohio, United States
    Full-time
    A company is looking for a Senior Client Advisor to develop trusted relationships with Premium, Private, and Enterprise clients. Key Responsibilities Onboard members through live, video-based one-...Show moreLast updated: 3 days ago
    • Promoted
    Client Relationship Consultant 2 / (Banker) - Pickerington Office, OH

    Client Relationship Consultant 2 / (Banker) - Pickerington Office, OH

    U.S. BancorpPickerington, OH, US
    Full-time
    Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Tax Associate - Onsite

    Tax Associate - Onsite

    IntuitPLAIN CITY, Ohio, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 8 hours ago
    • Promoted
    Driver - Earn in your free time

    Driver - Earn in your free time

    UberSparta, OH, United States
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 10 days ago
    • Promoted
    Client Advisor - Columbus

    Client Advisor - Columbus

    Tiffany & Co.Columbus, OH, US
    Full-time
    Focus on the core content of the job post.Remove all extra metadata from the top of the page.Delete hanging information like department, location, job_id, requisition_id, and others.Remove any extr...Show moreLast updated: 30+ days ago
    Client Partner

    Client Partner

    AvomindOH, US
    Remote
    Temporary
    Quick Apply
    Our client is a global market research company that combines an AI-powered insights platform with expert consultancy.On a mission to make the world a little more fact-based, they help companies und...Show moreLast updated: 5 days ago
    • Promoted
    Private Client Banker

    Private Client Banker

    KeyCorpPickerington, OH, US
    Full-time
    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.The Private Client Banker (PCB) is part of the Key Private Client Program and will focus o...Show moreLast updated: 27 days ago
    • Promoted
    Premier Client Banker PNC Investments

    Premier Client Banker PNC Investments

    PNCPowell, OH, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 30+ days ago
    • Promoted
    Client Relationship Associate

    Client Relationship Associate

    Apollon Wealth ManagementColumbus, OH, US
    Full-time
    As a Client Relationship Associate at Apollon Wealth Management, you will play a pivotal role in delivering top-notch wealth management services to our valued clients and financial advisors.Provide...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationLancaster, Ohio
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 24 days ago
    • Promoted
    Private Client Advisor

    Private Client Advisor

    VirtualVocationsColumbus, Ohio, United States
    Full-time
    A company is looking for a Private Client Advisor who will manage relationships with private foundations and ensure compliance and operational efficiency. Key Responsibilities : Manage a portfolio ...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Financial Advisor

    Financial Advisor

    Edward JonesLancaster, OH, United States
    Full-time
    This job posting is anticipated to remain open for 30 days, from 29-Sep-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show moreLast updated: less than 1 hour ago
    • Promoted
    Border Patrol Agent

    Border Patrol Agent

    U.S. Customs and Border ProtectionMount Sterling, OH, United States
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 30+ days ago
    • Promoted
    Texas Client Partner

    Texas Client Partner

    VirtualVocationsColumbus, Ohio, United States
    Full-time
    A company is looking for a Client Partner in Texas.Key Responsibilities Develop and maintain client relationships to drive business growth Identify and pursue new business opportunities within t...Show moreLast updated: 16 days ago