Description
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Job Summary
The Private Client Advisor's 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.
Responsibilities
Education Qualifications
Licenses and Certifications
Tactical Skills
Failure to obtain licenses timely may result in termination of employment.
Personal Skills
imagines self in other’s place and appreciates diverging viewpoints
Persuasion : Possesses a solid ability to use message tailoring and probing questions to garner support from various stakeholders;
may coach others on improving their own tools and techniques for persuasion
Problem Solving : Leverages varying problem-solving approaches and techniques to analyze and synthesize information and devise resolution strategies;
ensure capture of lessons learned from the problem-solving effort
Practical Skills
Oral & Written Communication : Develops a clear, complete understanding of needs and problems through careful listening, probing, reflecting, and summarizing;
conducts discussions that are sincere and fully expressed
teaches and coaches effective storytelling methods, techniques, examples, and best practices
Business Acumen : Participates in creating organizational strategy and shows how various functions contribute to results;
utilizes economic, financial, and organizational data to build business cases for major initiatives
Analytical Thinking : Uses logic and intuition to make inferences about the meaning of data and arrives at relevant conclusions;
makes a systematic comparison of two or more alternative solutions
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.
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.
Job Posting Expiration Date : 07 / 26 / 2024
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 .
Last updated : 2024-05-05
Salary : $50,000
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