{"id":2580600,"url":"https://alion.io/job/keybank-assoc-private-client-advisor-2","title":"Assoc. Private Client Advisor","company":{"id":450627,"name":"KeyBank","domain":"key.com","url":"https://alion.io/company/key-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":83,"open_postings":30,"ghost_share":0,"stale_share":0.7,"repost_share":0,"time_to_fill_p50_days":25,"computed_at":"2026-10-19T05:45:15Z"}},"role":"Sales","role_family":"Sales","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Brewster, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":62400,"max":null,"currency":"USD","period":"year","gross":null,"usd_annual":62400},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-14T00:00:00Z","employer_posted_date":"2026-10-14","last_verified_at":"2026-10-18T16:34:53Z","board_verified":true,"closed_at":null,"days_open":5,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":5},"description":"Location:\n1505 Rt 22 - Brewster, New York 10509Job Summary\nThe 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.\nThis 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.\nEssential Functions\nPartner 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.\nBe an active member of the Branch team and participate in in-person Branch Huddles and Debriefs.\nWork in a branch environment to provide in-person client services.\nAssist 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.\nDevelop 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.\nUtilize 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.\nHelp 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.\nPartner with Private Client Advisor to grow year-over-year revenue.\nDevelop a strong Center of Influence strategy that leverages partnerships with the Retail Bank.\nPerforms other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice\nComplies 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.\n Education\nHigh School Diploma or equivalent experience (required) \nBachelor's Degree (preferred) \n Work Experience\n Experience in financial services or related field (preferred) \n Licenses and Certifications\nFINRA Security Industry Essentials (SIE) Upon Hire (required) \nFINRA License S7 Upon Hire (required) \nFINRA License S66 or S63 and S65 Upon Hire (required) \nCertified Financial Planner (CFP) (preferred) \nResident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) Upon Hire (required) \nIn 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. \nSkills\nConducts due diligence research for a variety of complex investment portfolio disciplines; builds investment cases to inform clients.\nBroad knowledge of characteristics and needs of clients and partners within the bank-based investment market space.\nDemonstrated ability to sell products and services to investment clients; evidence of strong sales results.\nStrong client centric focus.\nProven ability to work as a collaborative team member.\nAbility to use standard office equipment, proprietary financial services systems.\nCore Competencies\nAll KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies. \nPhysical Demands\n 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.\nDriving Requirements\nMay need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.\nCOMPENSATION AND BENEFITS\nThis position is eligible to earn commission and deferred incentive compensation.This position is eligible to earn a base salary rate of $62,400 annually.\nPlease click here for a list of benefits for which this position is eligible.\nJob Posting Expiration Date: 12/31/2026\n\nKeyCorp 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 .","description_format":"text","description_chars":5538,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors","Investment Banking & M&A Advisory"],"lifecycle":[{"event":"open","at":"2026-10-15T01:47:57Z"}],"visa":[],"liveness":{"score":62,"band":"ok","label":"Likely open","p_open":1,"p_active":0.618,"p_room":1,"age_days":5,"expected_fill_days":25,"reasons":["conf:13","stale_co","velocity","win:early","comp:brand"],"computed_at":"2026-10-19T05:45:15Z"},"pay":{"stated_usd_annual":62400,"is_top_pay":false},"html_url":"https://alion.io/job/keybank-assoc-private-client-advisor-2","json_url":"https://alion.io/job/keybank-assoc-private-client-advisor-2.json","meta":{"generated_at":"2026-10-19T20:42:34Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":16467,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-20T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":450627},"rest":"https://alion.io/mcp/rest/get_company?id=450627"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fkeybank-assoc-private-client-advisor-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fkeybank-assoc-private-client-advisor-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fkeybank-assoc-private-client-advisor-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/keybank-assoc-private-client-advisor-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fkeybank-assoc-private-client-advisor-2"}]}