KeyBank

Associate Private Client Advisor

KeyBank • $80K *
Yakima, WA 98902In-Person
Finance & Insurance
Less than 5 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • High School Diploma or equivalent required, Bachelor's Degree preferred
  • Experience in financial services or a related field preferred
  • FINRA Security Industry Essentials (SIE) license required upon hire
  • FINRA Series 7 and Series 66 or Series 63 and 65 licenses required upon hire
  • Resident State Insurance Licenses required upon hire

Responsibilities

  • Partner with a Private Client Advisor to facilitate investment services for Mass Affluent clients
  • Participate actively in branch meetings to enhance team performance
  • Provide personalized client services in a branch setting
  • Identify investment referral opportunities with branch personnel
  • Leverage Key Investment Services to support cross-selling and relationship-building
  • Utilize a consultative approach to deliver tailored financial solutions to clients
  • Support sales production goals through proactive client engagement

Benefits

  • Comprehensive health coverage options
  • Retirement savings plans with employer matching
  • Professional development assistance
  • Employee discounts and perks
  • Flexible work arrangements based on role
Full Job Description
Location:
102 E Yakima Avenue - Yakima, Washington 98901

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.

Essential Functions
  • Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production.
  • Be an active member of the Branch team and participate in in-person Branch Huddles and Debriefs.
  • Work in a branch environment to provide in-person client services.
  • 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.
  • 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.
  • 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
  • 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 $80,168.00 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: 08/29/2026

About KeyBank

Shockingly, nearly 9-in-10 people who get their real estate license in America fail. We're solving that problem; And doing it while increasing profitability for the brokerage. Through technology, business automation, and a team approach we have created a system where agents focus solely on working with clients and closing deals.

KeyBank Careers

Joining KeyBank means stepping into a world of professional growth and innovation, where job opportunities abound in an environment that values leadership, diversity, and forward-thinking. As a member of our team, you will be part of a company that's committed to empowering your career journey while contributing to the financial wellness of our communities.

Work You'll Do

At KeyBank, we're not just in the business of banking; we're in the business of helping individuals and communities thrive. By joining our team, you will have the chance to be part of a culture that celebrates diversity and fosters leadership and professional development. Whether you're looking for a position in customer service, IT, finance, or management, KeyBank offers a variety of roles suited to your skills and career aspirations.

Innovate and Lead

KeyBank stands at the intersection of finance and innovation. Our employees are encouraged to lead with creativity and integrity, driving solutions that make a real difference. With a focus on digital transformation and sustainable growth, your work at KeyBank will challenge the status quo and encourage you to explore new ideas.

Grow Your Career

Career growth at KeyBank is not just a possibility—it's a priority. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to inclusion, ensuring all voices are heard and valued.

Be Part of a Great Team

Our team at KeyBank is our strongest asset. We believe in using our collective skills to foster an environment of innovation and collaboration. Join us and connect with colleagues who are just as passionate and driven as you are. Through teamwork, we achieve exceptional results and push the boundaries of what's possible in the banking sector.

Internship and Employment Opportunities

For those starting their careers, KeyBank offers robust internship and employment opportunities that provide a solid foundation in the financial industry. Interns at KeyBank gain hands-on experience, beneficial networking connections, and insights into our day-to-day operations, setting the stage for a successful career.

Benefits and Culture

KeyBank is committed to offering benefits that enhance your life and well-being. From healthcare to retirement plans, and flexible working conditions, we ensure our employees are well taken care of. More than just benefits, our company culture is built on respect, integrity, and accountability—values that guide us in making a positive impact on our clients and communities.

Join Our Team

Explore the job opportunities at KeyBank and find the right fit for your skills and interests. We are continuously hiring and looking for individuals who are curious, innovative, and ready to make a difference. Prepare your resume, ace your interview, and join a team that's dedicated to your success and to transforming the landscape of banking.

Stay Connected

Keep up to date with the latest career tips, industry insights, and company news by following our careers blog. Personalize your experience by subscribing to job alert emails tailored to your preferences, and discover the exciting and rewarding career opportunities that await at KeyBank.

Search KeyBank Jobs

Ready to take the next step in your career? Search open positions at KeyBank that match your skills and interests. We look for passionate, creative, and solution-driven team players who are ready to grow and succeed in a dynamic and supportive environment.

SEARCH KEYBANK JOBS

Join KeyBank and be part of a company where your career is as important to us as it is to you. Together, let's unlock opportunities for growth, innovation, and meaningful impact in the financial world.
Learn more about KeyBank
Size
17,110 employees
Market Cap
$16 billion
Industry
Finance & Insurance
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ
KEY
* Ladders Estimates

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