1,000+ matching jobs for “Financial Advisor Associate”

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KeyCorp

Assoc. Private Client Advisor

Brewster, NY

Full time

The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent …

Added Nov 3, 2026

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KeyCorp

Assoc. Private Client Advisor

Dresher, PA

Full time

The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent …

Added Nov 3, 2026

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Fiserv

Issuing EMV Implementations Advisor

Omaha, Nebraska, United States

Full time
Regular

… may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email …

Added Nov 3, 2026

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Elevance Health

Cybersecurity PCI Compliance Advisor

Atlanta, Georgia, United States +1 location

Full time
Regular

Information Security Advisor ( Cybersecurity PCI Compliance Advisor) Information Security Risk Management Hybrid 1: This role requires …

Added Oct 27, 2026

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Lennar

Director of Financial Reporting

Miami, Florida, United States

Director of Financial Reporting We Are Lennar Lennar is one of the nation's leading homebuilders, dedicated to making an impact …

Added Oct 27, 2026

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Raymond James Financial

Advisor, Supervision- Advertising Review

St. Petersburg, Florida, United States

Permanent

Summary Complex communications. Evolving regulations. Business partners who need an answer. The Advisor, Supervision helps protect Raymond James clients and the firm by providing experienced supervisory guidance …

Added Nov 3, 2026

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Northern Trust

Advisor, HR

Bengaluru, Karnataka, India

… partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading …

Added Nov 7, 2026

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Fiserv

Senior Product Support Advisor

Liberty Lake, Washington +1 location

Full time
Regular

… services Build strong partnerships with the bank and internal product and operational teams as a trusted advisor to ensure smooth execution and delivery of product needs and value add services Contribute and foster the …

Added Nov 3, 2026

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Fiserv

Product Analysis - Advisor I

Jacksonville, Florida, United States

Full time
Regular

… all-inclusive and may be modified as necessary. Experience you'll need to have: 6+ years of experience in financial services with a focus on card processing, lending products or core banking systems. 6+ years of experience …

Added Nov 10, 2026

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Fiserv

Enterprise Training - Advisor I

Remote, Maryland

Full time
Regular

Pay posted by employer$75,000–$104,000

… will not be considered for this role. Benefits at Fiserv: Fuel Your Life program to support your physical, financial, social, and emotional well-being. Paid holidays and generous time away policies. No-cost mental health …

Added Nov 3, 2026

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Truist Financial

Wealth Advisor - Huntsville, AL

Huntsville, Alabama, United States

Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening …

Added Nov 3, 2026

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Truist Financial

Wealth Advisor III - Atlanta

Atlanta, Georgia, United States

Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening …

Added Nov 3, 2026

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Truist Financial

Wealth Advisor III - Miami

Miami, Florida, United States

Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening …

Added Nov 3, 2026

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Truist Financial

Wealth Advisor III - Orlando

Orlando, Florida, United States

Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening …

Added Nov 3, 2026

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TD Synnex

Advisor, Employee Relations

Clearwater, Florida, United States +1 location

Full time
Regular

… and professional development, and many more on-demand courses. Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance …

Added Nov 7, 2026

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Bank of America

Merrill Wealth Management Client Associate – Advisor Development Program: West Central Michigan Market

Traverse City, Michigan, United States

The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where …

Added Oct 27, 2026

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Fiserv

Software Architecture - Advisor I

Alpharetta, Georgia, United States

Full time
Regular

… experience. Experience that would be great to have: Experience building or modernizing payment processing, financial services, fintech, or high-volume transactional platforms. Identify opportunities to apply AI and …

Added Nov 3, 2026

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Bank of America

Merrill Wealth Management Client Associate – Advisor Development Program: Northern New England Market

Burlington

… for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a …

Added Nov 4, 2026

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Fiserv

Solutions Architecture - Advisor I

Remote, Florida

Full time
Regular

Added Nov 3, 2026

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TIAA

Internal Advisor Consultant - DCIO

Boston, Massachusetts, United States +1 location

Hybrid

… new opportunities and adapt territory sales execution accordingly Consistently deploy sales toolkits, advisor reports & analytics, value add programs to maximize value to prospects / clients Collaborate with NRI …

Added Oct 27, 2026

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KeyCorp

Assoc. Private Client Advisor

Brewster, NY

Full time

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Skills · employer excerpt

Conducts due diligence research for a variety of complex investment portfolio disciplines; builds 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 a collaborative team member.

1 more in the full description below.

About this opportunity

Original employer description

Location:

1505 Rt 22 - Brewster, New York 10509

Job Summary
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.

This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position.

Essential Functions

Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production.
Be an active member of the Branch team and participate in in-person Branch Huddles and Debriefs.
Work in a branch environment to provide in-person client services.
Assist Private Client Advisor in engaging 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 the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Utilize 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.
Help attain sales production and referral goals by assisting the Private Client Advisor 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.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education

High School Diploma or equivalent experience (required)
Bachelor's Degree (preferred)

Work Experience

Experience in financial services or related field (preferred)

Licenses and Certifications

FINRA Security Industry Essentials (SIE) Upon Hire (required)
FINRA License S7 Upon Hire (required)
FINRA License S66 or S63 and S65 Upon Hire (required)
Certified Financial Planner (CFP) (preferred)
Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) Upon Hire (required)
In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses in a timely manner may result in termination of employment. Promotion to a Private Client Advisor role is not permitted until the full licensing requirements are met.

Skills

Conducts due diligence research for a variety of complex investment portfolio disciplines; builds 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 a collaborative team member.
Ability to use standard office equipment, proprietary financial services systems.

Core Competencies

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

Physical Demands

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Driving Requirements

May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

COMPENSATION AND BENEFITS

This position is eligible to earn commission and deferred incentive compensation.

This position is eligible to earn a base salary rate of $62,400 annually.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 12/31/2026

KeyCorp 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 [email protected].

Why this result? · Employer labels

Keywords also found in description

Consumer Bank
Consumer Bank - Wealth - KIS Field
Full time

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