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Associate Private Client Advisor

Company: Keybank National Association
Location: Buffalo
Posted on: August 5, 2022

Job Description:

Location:

4455 Transit Road - Williamsville, New York 14221

ABOUT THE JOB (JOB BRIEF)

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.

ESSENTIAL JOB FUNCTIONS

* 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 in 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.

REQUIRED QUALIFICATIONS

* High School Diploma required, Bachelors preferred - or equivalent work experience.
* FINRA Series 7 and 66 (or 63 & 65); state Life & Health Insurance License.
* 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.

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

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.

Keywords: Keybank National Association, Buffalo , Associate Private Client Advisor, Other , Buffalo, New York

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