Assoc. Private Client Advisor

Education

• High School Diploma or equivalent experience (required)
• Bachelor's Degree (preferred)

Work Experience

• Experience in financial services or related field (preferred)

Licenses and Certifications

• FINRA Security Industry Essentials (SIE) Upon Hire (required)
• FINRA License S7 Upon Hire (required)
• FINRA License S66 or S63 and S65 Upon Hire (required)
• Certified Financial Planner (CFP) (preferred)
• Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) Upon Hire (required)
• 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 in a timely manner may result in termination of employment. Promotion to a Private Client Advisor role is not permitted until the full licensing requirements are met.

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.

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Driving Requirements

• May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

COMPENSATION AND BENEFITS

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

This position is eligible to earn a base salary rate of $62,400 annually. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

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

Job Posting Expiration Date: 06/12/2026

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 HR_Compliance@keybank.com.