Financial Advisor, Key Investment Services

Are you a Financial Advisor looking for a change?  Want a team based environment dedicated to doing what is best for our customers?  Want to work at a bank dedicated to its investment goals?

 Key Investment Services wants YOU for its bank channel program!  

 

Key Investment Services (KIS) is looking for experience Financial Advisors to work in our KeyBank Community in Rochester NY and provide investment solutions to new and existing clients.  You will be assigned a territory of approximately 4 to 6 branches and oversee all investments provided to the customers in those branches.  You will work directly with the Branch managers to identify strategies and cross sell opportunities.  You will train and mentor Bank personnel and licensed bankers to assist them in meeting their goals ? and help them meet yours! 

 

Even though KIS is a new program, we offer an excellent product set to our customers and have an experienced back office supporting you.  KeyCorp (Key) is one of the nation's largest bank-based financial services companies with assets over $90 billion, employing about 20,000 people in more than 940 branches and other businesses across 45 states. 

 

Desired Skills

? 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 customer focus

? Ability to work as a team member

? Four year degree

? NASD Series 7 and 66 (or 63 & 65); Life & Health Insurance licenses

 

Interested candidates are invited to complete an online application and submit their resume at www.key.com/careers Be sure to reference position number: PS222092