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Full-time
high school, bachelor degree
Commission, Deferred incentive compensation
Posted 5d ago
Apply by Oct 30
~40 hrs/week
Responsibilities
The Associate Private Client Advisor partners with Private Client Advisors to deliver investment solutions and financial planning services to mass affluent clients. They are responsible for driving sales production, managing client relationships, and collaborating with branch teams to identify referral opportunities.
Requirements
Candidates must hold a High School Diploma or equivalent, with a Bachelor's degree preferred. Essential certifications include FINRA SIE, Series 7, Series 66 or 63/65, and resident state insurance licenses.
Full job description
Location:
701 Twining Road - Dresher, Pennsylvania 19025
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.
This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position.
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 $62,400 annually.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 10/30/2026

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.
For every financial need, we'll meet you in the moment. KeyBank Opens Doors.
Industry
Banking
Company size
10,001+ employees
Headquarters
Cleveland , Ohio
LinkedIn followers
134,429
Total funding
$3.3B
At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.
Headquartered in Cleveland, Ohio, KeyCorp is one of the nation’s largest financial services companies. Key Companies provide investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.
Follow along for business and industry insights, expert advice and more resources to help you achieve your financial goals.
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, disability or veteran status.
KeyBank is Member FDIC. Equal Housing Lender. Credit applications are subject to credit approval.
Offices: 127 Public Square, Cleveland , Ohio 44114, US
For every financial need, we'll meet you in the moment. KeyBank Opens Doors.
Industry
Banking
Company size
10,001+ employees
Headquarters
Cleveland , Ohio
LinkedIn followers
134,429
Total funding
$3.3B
At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.
Headquartered in Cleveland, Ohio, KeyCorp is one of the nation’s largest financial services companies. Key Companies provide investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.
Follow along for business and industry insights, expert advice and more resources to help you achieve your financial goals.
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, disability or veteran status.
KeyBank is Member FDIC. Equal Housing Lender. Credit applications are subject to credit approval.
Offices: 127 Public Square, Cleveland , Ohio 44114, US