Financial Advisor - East Morrison in Portland, OR at Key Bank- Corporate

Date Posted: 8/2/2019

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    726 Southeast Morrison Street
    Portland, OR
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    8/2/2019

Job Description

ABOUT THE JOB (JOB BRIEF):
FA’s focus will be on our Mass Affluent client base with Planning and Financial Wellness as the basis of their methodology, and will lead with these concepts. FA will be the primary provider of investment services to KeyBank Community Bank Mass Affluent client base by providing investment solutions to new and existing clients while identifying full relationship ooportunities. Establish a strong partnership with Retail Branch Managers/teams, and Centers of Influence and maintain strong working relationships with all partners.

ESSENTIAL JOB FUNCTIONS:
• FA’s will be responsible for growing new clients and expanding existing relationships with clients with investable assets >$50K and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets >$250
• FA’s will be required to have holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
• 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.
• Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.
• 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 Community Bank, where appropriate.
• Be an active member of the Branch team. Engage licensed and non- licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
• Coordinate 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 strong Center of Influence strategy that leverages partnerships throughout the Community Bank.

REQUIRED QUALIFICATIONS:
• Series 7 or SIE and Series 7TO, 63, 65 or 66, state insurance license.
• S7 or SIE and S7TO, 63, state insurance license
o The 65/66 will be a condition of employment and obtained within 120 days of hire.
• High School Diploma required, Bachelors preferred - or equivalent work experience.
• 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.

MINIMUM LICENCES TO BE CONSIDERED FOR FA ROLE:
• S7 or SIE and S7TO, 63, state insurance license
• The 65/66 will be a condition of employment and obtained within 120 days of hire.
• In the event you do not hold the 65 or 66 at the time of hire, it will become a condition of your continued employment which will need to be obtained within the time frame specified in your Offer Letter. Failure to timely obtain licenses may result in termination of employment.



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.

36234BR

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