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Location :
5101 South State Street - Murray, Utah 84157
Job Description Preview
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 : 06 / 30 / 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 HR [email protected].
Full Time
$79k-109k (estimate)
05/23/2024
05/27/2024
kisinvestments.com
Brooklyn, OH
100 - 200
The job skills required for Private Client Advisor include Products and Services, Financial Services, Problem Solving, Initiative, Risk Management, Partnering, etc. Having related job skills and expertise will give you an advantage when applying to be a Private Client Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Private Client Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Private Client Advisor positions, which can be used as a reference in future career path planning. As a Private Client Advisor, it can be promoted into senior positions as a Private Banker II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Private Client Advisor. You can explore the career advancement for a Private Client Advisor below and select your interested title to get hiring information.