Private Client Advisor

KeyBank•Boise, ID

1d•Onsite

About The Position

The Private Client Advisor focuses on KeyBank’s Mass Affluent clients, using financial planning and financial wellness as the basis of the advisory approach. The Advisor is the primary provider of investment services to Mass Affluent clients, offering investment solutions to new and existing clients while identifying opportunities to deepen the full client relationship. The role is responsible for growing new client relationships and expanding existing ones, particularly for clients with more than $50,000 in investable assets. The Advisor targets clients and prospects with $250,000 to $2 million in investable assets, using a consistent sales process and financial plans. The position works closely with Retail Branch Managers, branch teams, Centers of Influence, and other Consumer Bank partners to identify client needs, deliver investment services, and generate appropriate referrals. The Advisor coordinates investment product delivery within assigned branches, including client management, service delivery, and coaching and mentoring branch personnel. The role is also responsible for meeting sales production and referral goals, complying with KeyBank policies and procedures, and acting ethically and in the best interests of clients and KeyBank. Occasional travel, including overnight stays, may be required; the position may involve driving to multiple locations in a day.

Requirements

High school diploma or equivalent experience.
FINRA Security Industry Essentials (SIE) license upon hire.
FINRA Series 7 license upon hire.
FINRA Series 66, or Series 63 and Series 65, upon hire.
Resident state insurance licenses for Life, Variable, and Accident/Health, or Life and Disability.
Ability to obtain required licenses within the timeframe specified in the offer letter if they are not held at hire; failure to obtain them timely may result in termination.
Broad knowledge of client and partner characteristics and needs in the bank-based investment market.
Demonstrated ability to sell products and services to investment clients, with evidence of strong sales results.
Strong client-centric focus.
Ability to work collaboratively as a team member.
Ability to use standard office equipment and proprietary financial services systems.
Ability to communicate in person and by phone with teammates and clients.
Ability to operate a motor vehicle and hold a valid driver's license, as the role may require driving to multiple locations in a day.

Nice To Haves

Bachelor's degree; candidates without one may be considered based on relevant experience, qualifications, and business need.
Certified Financial Planner (CFP) certification.

Responsibilities

Grow new client relationships and expand existing relationships with clients who have more than $50,000 in investable assets, targeting clients and prospects with $250,000 to $2 million in investable assets.
Use a consistent sales process and financial plans with clients and prospects.
Host holistic Financial Wellness conversations and complete comprehensive financial plans to identify household and relationship growth opportunities, including investment and banking needs.
Use a consultative sales process and assessment tools, as appropriate, to provide needs-based financial solutions and partner with banking center staff.
Meet sales production and referral goals by working the book of business and lead lists and closing received referrals.
Develop a thorough understanding of Key Investment Services solutions and core bank products to support cross-selling and qualified referrals to Consumer Bank lines of business.
Participate as an active member of the Branch team and engage licensed and non-licensed branch personnel to identify investment referral opportunities.
Coordinate investment product delivery within assigned branches, including coaching and mentoring branch personnel, client management, and service delivery.
Develop a Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
Maintain strong working relationships with Retail Branch Managers, branch teams, Centers of Influence, and other partners.
Perform other duties as assigned and comply with KeyBank policies and procedures, including acting professionally and ethically and in the best interests of clients and KeyBank.