Private Client Advisor

Location :

6 Storrs Road - Willimantic Connecticut 06226

Job Summary

The Private Client Advisors 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.

This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy your application may be considered for upcoming opportunities aligned with this position.

Essential Functions

• Responsible for growing new clients and expanding existing relationships with clients more than $50000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250000 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 LOBs 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 Keys clients and Key.

Education

Licenses and Certifications

Skills

Core Competencies

Physical Demands

Travel

Driving Requirements

COMPENSATION AND BENEFITS

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

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

Job Posting Expiration Date : 01 / 30 / 2026 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 age genetic information pregnancy disability veteran status or any other characteristic protected by law.

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

Required Experience :

Unclear Seniority

Key Skills

Clerical,Diploma,Foreclosure Paralegal,Flight Operations,Construction Equipment

Employment Type : Full-Time

Experience : years

Vacancy : 1