Private Client Advisor

KeyBank • Boise, ID

9d • Onsite

About The Position

The Private Client Advisor focuses on KeyBank’s Mass Affluent client base, 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 full relationships. The role builds strong partnerships with Retail Branch Managers, branch teams, Centers of Influence, and other partners.

The Advisor grows and expands client relationships, particularly with clients holding more than $50,000 in investable assets, and targets clients and prospects with $250,000 to $2 million in investable assets. The role delivers comprehensive, needs-based financial solutions, supports banking and investment referrals, meets sales and referral goals, and coordinates investment product delivery across assigned branches. This is a branch-based position involving occasional overnight travel and potentially driving between locations.

Requirements

• High school diploma or equivalent experience.
• FINRA Securities Industry Essentials (SIE) certification required upon hire.
• FINRA Series 7 license required upon hire.
• FINRA Series 66 license, or Series 63 and Series 65 licenses, required upon hire.
• Resident state insurance licenses: Life, Variable, and Accident/Health, or Life and Disability.
• Broad knowledge of the characteristics and needs of clients and partners 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.
• Proven ability to work collaboratively as a team member.
• Ability to use standard office equipment and proprietary financial services systems.
• Ability to communicate face to face and by phone with teammates and clients.
• Ability to drive to multiple locations in a single day and a valid driver’s license.
• If required licenses are not held at hire, obtaining them within the timeframe specified in the offer letter is a condition of continued employment; failure to obtain them timely may result in termination.

Nice To Haves

• Bachelor’s degree is strongly preferred; 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, with a focused sales process and financial plans for clients and prospects with $250,000 to $2 million in investable assets.
• Conduct holistic Financial Wellness conversations and prepare comprehensive financial plans to identify household and relationship growth opportunities across investments and banking, making referrals as appropriate.
• Use a consultative sales process and assessment tools where appropriate to provide comprehensive, needs-based financial solutions and a range of investment solutions in partnership with banking center staff.
• Meet sales production and referral goals by working the book of business and lead lists and closing on received referrals.
• Develop a thorough understanding of Key Investment Services solutions to support cross-selling and learn core bank products to make qualified referrals to Consumer Bank lines of business when appropriate.
• Participate actively on the Branch team and engage licensed and non-licensed branch personnel to identify investment referral opportunities among new and existing bank clients.
• Coordinate investment product delivery in assigned branches, including coaching and mentoring branch personnel in person, client management, service delivery, and use of other resources to maximize client needs- and best-interest-based sales production.
• Develop a Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
• Perform other duties as assigned; duties, responsibilities, and activities may change or new ones may be assigned at any time with or without notice.
• Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in clients’ best interests.

Benefits

• The position is eligible to earn commission and deferred incentive compensation.
• A benefits list is available via a link in the posting; specific benefits are not stated.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED