Associate Private Client Advisor

Location:

3611 Martin Way E – Olympia, Washington

The 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 relationships with all partners.

• Coordinate and deliver all aspects of investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery, and other resources to maximize needs-based sales production.
• Act as 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.
• Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn core bank products to generate referrals back to the Consumer Bank where appropriate.
• Utilize a consultative sales process and assessment tools to provide comprehensive, needs-based financial solutions to clients, offering a range of investment solutions and partnering with banking center staff.
• Help attain sales production and referral goals by working the book of business, lead lists, and closing on referrals through financial planning.
• Partner with Private Client Advisor to grow year-over-year revenue.
• Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank.
• Perform other duties as assigned.

• High School Diploma (required)
• Bachelor’s Degree (preferred)

• FINRA License S7 (Upon Hire – required)
• FINRA Security Industry Essentials (SIE) (Upon Hire – required)
• FINRA License S66 and Resident State Insurance License (Upon Hire – required)
• FINRA License S63 (Upon Hire – required)
• FINRA License S65 (Upon Hire – required)

• Conduct due diligence research for complex investment portfolio disciplines; build investment cases to inform clients.
• 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 an effective collaborative team member.
• Proficiency with standard office equipment and proprietary financial services systems.

• Collaboration:
  
  Participate in productive collaborative processes that help solve business problems and meet business goals.
• Critical Thinking:
  Identify, obtain, and organize relevant data and ideas; prioritize concerns in decision making.
• Influence:
  Develop persuasive arguments and utilize active listening skills to surface opportunities.
• Persuasion:
  Use message tailoring and probing questions to garner support from stakeholders; coach others.
• Problem Solving:
  Examine specific problems and understand perspectives of stakeholders; employ fact-finding techniques.
• Business Acumen:
  Understand business priorities of internal and external clients and describe relevant profitability drivers.
• Constructive Debate:
  Use active listening skills and fact-based approaches to responding.
• Oral & Written Communication:
  Adapt listening and facilitation style to others; use appropriate approaches.

All Key Bank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

General Office – prolonged sitting, communication face-to-face or by phone with teammates and clients, frequent use of PC/laptop, occasional lifting of computer bags up to 10 lbs.

Ability to drive to multiple locations in a single day with a valid driver’s license.

This position is eligible to earn commission and deferred incentive compensation. Base salary rate of $77,969.00 annually. Eligible for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Key Corp 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

Job Posting Expiration Date: 08/29/2026