Private Client Advisor

Location 149 Bank Street, Burlington Vermont Job Summary The Private Client Advisor will focus on our Mass Affluent client base, providing planning and financial wellness as the core of the methodology and leading with these concepts. The Advisor will act as the primary provider of investment services to KeyBank Mass Affluent clients, delivering investment solutions to new and existing clients while identifying full relationship opportunities. A strong partnership will be established with Retail Branch Managers, teams, and Centers of Influence, maintaining robust working relationships with all partners. Essential Functions Responsible for growing new clients and expanding existing relationships with clients possessing more than $50,000 in investable assets. Specific targets include executing a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 and $2Million. Host holistic Financial Wellness conversations and complete comprehensive financial plans to uncover full household and relationship growth opportunities—including both investments and banking related solutions—and refer accordingly. Utilize a consultative sales process and assessment tools where appropriate, providing 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 the 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 core bank products to generate quality and qualified referrals back to the LOB’s of the Consumer Bank, where appropriate. Be an active member and participant of the Branch team, engaging with licensed and non‑licensed branch personnel to identify investment referral opportunities from new and existing bank clients. Coordinate all aspects of investment product delivery within assigned Branch(es), including in‑person coaching and mentoring of branch personnel, client management, service delivery and other resources to maximize client needs and best‑interest‑based sales production. Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank. Perform other duties as assigned; responsibilities may change or new ones may be added at any time with or without notice. Comply with all KeyBank policies and procedures, including but not limited to 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 High School Diploma or equivalent experience (required) or Bachelor's Degree (preferred) Licenses and Certifications FINRA Security Industry Essentials (SIE) – Upon Hire (required) FINRA License S7 – Upon Hire (required) FINRA License S66 or S63 and 65 – Upon Hire (required) Certified Financial Planner (CFP) – Preferred Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) – Required In the event you do not hold the required licenses at the time of hire, obtaining them within the specified timeframe will be a condition of continued employment. Failure to do so may result in termination. Skills 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 and 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 10lbs. Travel Occasional travel to include overnight stay. 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. Benefits eligible under the KeyBank benefits program apply. Job Posting Expiration Date 10/02/2026 Equal Opportunity Employment 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 View email address on click.appcast.io. #J-18808-Ljbffr KeyCorp