Associate Private Client Advisor

KeyBank • Olympia, WA • 19h ago

Location:
3611 Martin Way E - Olympia, Washington 98506-5099
Job Description Preview
Job Summary
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.
Responsibilities
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 by 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.
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 Qualifications
High School Diploma (required)
Bachelor's Degree (preferred)
Licenses and Certifications
FINRA License S7 Upon Hire (required) or
FINRA Security Industry Essentials (SIE) Upon Hire (required)
FINRA License S66 and Resident State Insurance License Upon Hire (required) or
FINRA License S63 Upon Hire (required) and
FINRA License S65 Upon Hire (required)
Tactical Skills
Conducts due diligence research for a variety of complex investment portfolio disciplines; builds investment cases to inform clients.
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.
Personal Skills
Collaboration: Demonstrates experience in participating

KeyBank

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