Financial Advisor in Anchorage, AK at Key Bank- Corporate

Date Posted: 11/8/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    101 West Benson Boulevard
    Anchorage, AK
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    11/8/2018

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
    • 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.
COMPETENCIES/SKILLS

Business Acumen: Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
Organizational Agility: Knowledgeable about how organizations work; knows how to get things done both through formal channels and the informal network; understands the origin and reasoning behind key policies, practices, and procedures; understands and the cultures of organizations.
Relationship Builder: Relates well to all kinds of people, up, down and sideways, inside and outside the organization: builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably.
Managerial Courage: Openly expresses views and delivers candid and constructive feedback with a positive mindset to teammates and manager; Welcomes constructive feedback and strives to improve personal effectiveness based upon feedback; Steps up to conflict and views it as an opportunity; finds common ground and fosters cooperation with minimum noise.
Client Focus: Is dedicated to meeting the expectations and requirements of internal partners and external clients; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with and gains their trust and respect.
Drives for Results: Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented with a relentless focus on execution; steadfastly pushes self and others for results.
Effective Collaboration: Identifies and involves the right stakeholders to make decisions and maximize results; readily shares information, knowledge, best practices, and ideas with teammates; leverages opportunities and accurately restate the opinion of others even when he/she disagrees.
Informing: Provides the information people need to know to do their jobs and to feel good about being a member of the team, unit, and/or the organization; provides individuals information so that they can make accurate decisions; is timely with information.


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: 32621BR

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