Location:5725 North Academy Boulevard - Colorado Springs, Colorado 80918-3684

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　　Job SummaryThe Private Client Advisor's focus will be on our Mass Affluent client basewith planning and financial wellness as the basis of their methodology andwill lead with these concepts. The Advisor will be the primary provider ofinvestment services to KeyBank Mass Affluent clients by providing investmentsolutions to new and existing clients while identifying full relationshipopportunities. Establish a strong partnership with Retail Branch Managers,teams, and Centers of Influence, and maintain strong working relationshipswith all partners.

　　ResponsibilitiesResponsible for growing new clients and expanding existing relationships withclients more than $50,000 in investable assets and will specificallytarget and execute a consistent sales process and financial plan for clientsand prospects with investable assets between $250,000 to $2 Million.Host holistic Financial Wellness conversations and complete comprehensivefinancial plans in order to uncover full household and relationship growthopportunities, both investments as well as banking related, and referringaccordingly.Utilize a consultative sales process and assessment tools where appropriate,provide comprehensive, needs-based financial solutions to clients byoffering a range of investment solutions and partnering with banking centerstaAttain sales production and referral goals to the Bank (closed andaccepted) by working book of business, lead lists, and closing onreceived referrals.Develop a complete understanding of Key Investment Services solutions tosupport cross-selling opportunities and learn the core bank products togenerate quality and qualified referrals back to the LOB's of the ConsumerBank, where appropriate.Be an active member of the Branch team. Engage licensed and non-licensedBranch personnel to identify investment referral opportunities from newclients and the existing bank client base.Coordinate all aspects of investment product delivery within assignedBranch(s), including the coaching and mentoring of branch personnel,client management, service delivery and other resources in order to maximizeclient needs/best interest-based sales production.Develop a strong Center of Influence strategy that leverages partnershipsthroughout the Consumer Bank.Performs other duties as assigned; duties, responsibilities and/oractivities may change or new ones may be assigned at any time with or withoutnComplies with all KeyBank policies and procedures, including withoutlimitation, acting professionally at all times, conducting businessethically, avoiding conflicts of interest, and acting in the bestinterests of Key's clients and Key.Education QualificationsHigh School Diploma (required) orBachelor's Degree (preferred)Licenses and CertificationsFINRA License S7 Upon Hire (required)FINRA License S66 Upon Hire (required) orFINRA License S63 66 & 65 Upon Hire (required)

　　Tactical SkillsBroad knowledge of characteristics and needs of clients and partners withinthe 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 servicessystems.In the event you do not hold the required licenses at the time of hire, itwill become a condition of your continued employment, and licenses will needto be obtained within the time frame specified in your offer letter. Failureto obtain licenses timely may result in termination of employment.

　　Personal SkillsCollaboration: Demonstrates experience in participating in productivecollaborative processes that help solve business problems and meet businessgoalsDigital Awareness: The abili y to perform basic tasks and collaborate withother functions to achieve operational and technological optimization whiledriving informed, data-drive decisionsDecision Making: The ability to select the right activities to work on froma range of competing priorities and stands by decisions in the face ofconflict or unexpected outcomesEmpathy: Leverages active listening skills to understand others' thoughtsand emotions and evaluates everybody's side of a disagreement before makingdecisions; imagines self in other's place and appreciates diverging viewpointsPersuasion: Possesses a solid ability to use message tailoring and probingquestions to garner support from various stakeholders; may coach others onimproving their own tools and techniques for persuasionProblem Solving: Leverages varying problem-solving approaches and techniquesto analyze and synthesize information and devise resolution strategies;ensure capture of lessons learned from the problem-solving effort

　　Practical SkillsOral & Written Communication: Develops a clear, complete understandingof needs and problems through careful listening, probing, reflecting,and summarizing; conducts discussions that are sincere and fully expressedRisk Management: Implements or manages risk management for own business unitand documents key steps of the risk management process and associatedprocedureStorytelling: Delivers memorable, insightful business scenarios via