End Date:

July 31, 2026 (16 days left to apply)\njob requisition id\nR-38797

Location:

701 Twining Road - Dresher, Pennsylvania 19025 Job 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 relation ships 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.\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. Education High School Diploma or equivalent experience (required)\nBachelor's Degree (preferred) Work Experience Experience in financial services or related field (preferred) Licenses and Certifications FINRA 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. Skills Conducts 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. 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. 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:

07/31/2026 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. Similar Jobs (5)\nAssoc. Private Client Advisor\nlocations\nPearl River, NY\ntime type\nFull time\nposted on\nPosted 30+ Days Ago\ntime left to apply\n

End Date:

September 4, 2026 (30+ days left to apply)\nAssociate Private Client Advisor\nlocations\nYakima, WA\ntime type\nFull time\nposted on\nPosted 30+ Days Ago\ntime left to apply\n

End Date:

August 29, 2026 (30+ days left to apply)\nView All 5 Jobs KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You'll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you. Read More\nCalifornia job applicants, please click here to view Key's privacy notice.\n© 2026 Workday, Inc. 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