Associate Private Client Advisor KeyBankAssociate Private Client AdvisorUnion Gap, WAFull timePartner 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. 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.
Private Client Advisor KeyBankPrivate Client AdvisorCovington, WAFull timeCoordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Private Client Advisor KeyBankPrivate Client AdvisorMoses Lake, WAFull timeCoordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate.
Private Client Advisor KeyBankPrivate Client AdvisorNewcastle, WAFull timeCoordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Private Client Advisor KeyBankPrivate Client AdvisorMoses Lake, WAFull timeCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
KPB Client Service Associate KeyBankKPB Client Service AssociateSeattle, WAFull timeJob SummaryThe Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full completion of client transactions, assisting with identification and coordination and product delivery. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
Associate Private Client Advisor KeyBankAssociate Private Client AdvisorOlympia, WAFull timeFocusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs- based sales production. 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.
Private Client Advisor KeyBankPrivate Client AdvisorBellingham, WAFull timeCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Private Client Advisor KeyBankPrivate Client AdvisorSeattle, WAFull timeCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Investment Associate - FINRA Registered KeyBankInvestment Associate - FINRA RegisteredSeattle, WAFull timePrimary job functions would include accepting or assisting with daily activities including heavy trade volume requests from clients and sales force, timely and with a high degree of accuracy. Within the Service Center of Key Investment Services (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention.
Equipment Leasing Services Senior Specialist KeyBankEquipment Leasing Services Senior SpecialistSuperior, Colorado$20.67–$31.25You’ll play an important part in delivering great customer service, ensuring transactions are handled accurately, and working closely with internal teams and external partners. In this role, you’ll help support our Key Equipment Finance business by managing commercial lease and loan transactions—from moderately complex to highly structured deals.
Private Client Advisor KeyBankPrivate Client AdvisorLake Oswego, OREducation** + 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, 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. **Essential Functions** + Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Associate Private Client Advisor KeyBankAssociate Private Client AdvisorOlympia, WAEducation Qualifications** + High School Diploma (required) + Bachelor's Degree (preferred) **Licenses and Certifications** + FINRA License S7 Upon Hire (required) or + FINRA Security Industry Essentials (SIE) Upon Hire (required) + FINRA License S66 and Resident State Insurance License Upon Hire (required) or + FINRA License S63 Upon Hire (required) and + FINRA License S65 Upon Hire (required) **Tactical Skills** + Conducts due diligence research for a variety of complex investment portfolio disciplines; builds investment cases to inform clients. **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs- based sales production.
Private Client Advisor KeyBankPrivate Client AdvisorCovington, WA$55,000–$77,000 / yearEducation Qualifications** + High School Diploma (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) **Tactical Skills** + Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space. + 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.
Private Client Advisor KeyBankPrivate Client AdvisorNewcastle, WAEducation Qualifications** + High School Diploma (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) **Tactical Skills** + Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space. + 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.
Associate Private Client Advisor KeyBankAssociate Private Client AdvisorYakima, WAEducation** + 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. **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.
Private Client Advisor KeyBankPrivate Client AdvisorWenatchee, WAEducation** + 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, 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. **Essential Functions** + Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Private Client Advisor KeyBankPrivate Client AdvisorMoses Lake, WAEducation** + 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, 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. **Essential Functions** + Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Private Client Advisor KeyBankPrivate Client AdvisorBellingham, WAEducation** + 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, 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. **Essential Functions** + Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
RFP Sales Writer - Institutional Advisors KeyBankRFP Sales Writer - Institutional AdvisorsSeattle, WA$57,000–$87,000 / yearThis includes, but is not limited to: responding to requests for proposals (RFPs), creating new business and/or product presentations, developing collateral marketing and educational materials, sales prospect vetting, maintaining RFP database, assisting with client experience initiatives, and event planning. **Location:** 4900 Tiedeman Road, Brooklyn Ohio **JOB BRIEF** Support KPB's Institutional Advisor team through the identification and production of client-facing materials and organization of sales support for Segment and Field sales professionals in order to grow KPB's Institutional investment revenue.