Associate Financial Advisor

Keybank National Association Jamestown , NY 14702

Posted 7 days ago

Job Description: ABOUT THE JOB (JOB BRIEF):

Partner and assist Sr. Financial Advisors on providing investment services to KeyBank Community Bank clients by providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches.

ESSENTIAL JOB FUNCTIONS:

  • Partner with Sr. Financial Advisor in the coordination of all aspects of investment product delivery within assigned Branch(s), including the coaching of branch personnel, client management, service delivery and other resources in order to maximize needs- based sales production.

  • Partner with Sr. Financial Advisor in the responsibility for coaching and mentoring licensed KeyBank Relationship Managers to sell investment/annuity products to new and existing clients.

  • Be an active member of the Branch team.

  • Assist Sr. Financial 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 Community Bank where appropriate.

  • Utilizing 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 Sr. Financial Advisor by working the book of business, lead lists, and closing on referrals.

  • Partner with Sr. Financial Advisor to grow year over year revenue by a minimum of $180,000. Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank.

REQUIRED QUALIFICATIONS:

  • FINRA Series 7, 63, 65 or 66 and state life and health insurance license. High School Diploma or equivalent work experience.

  • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.

  • Strong customer focus. Ability to work as a team member. Ability to use: standard office equipment, proprietary financial services systems.

  • Minimum licenses to be hired: S6 (if you do not already hold the S7), 63 and state life and health insurance license. In the event you do not hold the S7 or 65 or 66 at the time of hired, it will become a condition of your continued employment with KIS which will need to be obtained within the timeframe specified in your Offer Letter. Failure to timely obtain licenses may result in termination of employment.

ABOUT KEY:

KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

ABOUT THE BUSINESS:

Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank's Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.

FLSA STATUS:Exempt

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and 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.

JobID: 31120BR


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Merrill Lynch Financial Advisor Development Program

Bank Of America Corporation

Posted 1 week ago

VIEW JOBS 11/9/2018 12:00:00 AM 2019-02-07T00:00 Job Description: THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR Our advisor development program is an award-winning program[1] for professionals who wish to build a wealth management business. You will be a part of a best-in-class training curriculum and new advisor mentoring that has been our strength since 1946. The program is designed to help you come up to speed quickly as a successful financial advisor. We'll help you develop the critical skills and knowledge necessary for establishing a robust wealth management business—acquiring clients, developing relationships, providing tailored strategies and more. You will also be able to use the deep resources and full capabilities of both Merrill Lynch and Bank of America. With our tools, powerful platform and ongoing team support, you can spend more time on what matters most to you and your clients. Our open-door, collaborative culture will give you the type of leadership support you need and the confidence that your firm is always behind you. Compensation and program benefits: * Base salary through the full 43 months with bonus potential * Preparation for registration exams, including Series 7 and Series 66 * Ongoing access to firm and banking partners to meet client needs * Market viewpoints, investment strategies, and model portfolios that help you scale efficiently from a unified Chief Investment Office * Wealth Outlook tools platform to manage clients' goals-based financial strategies What you'll do: As a Merrill Lynch Financial Advisor, you will leverage your Merrill Lynch support team to help your clients pursue and meet their goals. Your responsibilities are, but not limited to: * Developing and/or growing a book of business to meet and exceed pre-defined goals * Effectively sourcing prospective clients * Recommending investment products and services that are suitable for prospects and clients based on their goals * Balancing investment management, sales activities, and new client development * Establishing and maintaining a relationship with the management team to effectively deliver reports and receive mentorship Who you are: You are open-minded and ready to make a career transition to grow as a Financial Advisor. You demonstrate rapid advancement by exceeding goals while adhering to high professional standards and integrity. You are not afraid to take initiative, actively use our resources, and are uncompromising about serving your clients' best interests. You have: * Strong relationship and interpersonal skills * Bachelor's degree or higher About us Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our advisors help clients pursue the life they envision through a one-on-one relationship committed to their needs. We're here to provide a supportive environment so you can focus on assisting your clients better and deepen relationships. [1] Merrill Lynch's Financial Advisor Development program (FADP), formerly called Merrill Lynch Practice Management Development (PMD) program, won a Gold Award for "Best Sales Training and Performance Program" in the 2017 Brandon Hall Group Sales Performance Awards. Posting Date: 11/08/2018 Location: Batavia, NY, 21 MASSE PL (NY3026), Jamestown, NY, 55 SOUTHWESTERN DR (NY3055), Binghamton, NY, 2 COURT ST (NY3092), Utica, NY, 102 BUSINESS PARK DR (NY3102), Ithaca, NY, 235 S CAYUGA ST (NY3235), - United States Travel: Yes, 5% of the time Full / Part-time: Full time Hours Per Week: 37.5 Shift: 1st shift Bank Of America Corporation Jamestown NY

Associate Financial Advisor

Keybank National Association