Top 277 Client advisor Jobs in Schenectady, Ny

Private Client Advisor
Key Investment Services, LLC —Schenectady, NY
- $62,400 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
8d
Tax Manager
Empowered to Profit —Schenectady, NY
- From $125,000 a year
- Full-time
- Hybrid work
- Background check
- 6 years
- Management
- Flexible schedule
Quick Apply
Service Advisor
1st Response Roadside Service —Albany, NY
- $20 - $24 an hour
- Overtime
- Mid-level
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Diagnostic Technician
Express Recalibrations —Albany, NY
- $55,000 - $70,000 a year
- Full-time
- Background check
- 18 years or older
- Customer service
- Paid training
- Health insurance
Quick Apply
Financial Advisor -$80K- $200K
Thoroughbred Advisors —Latham, NY
- $80,000 - $200,000 a year
- Full-time
- Hybrid work
- Customer service
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
HCM Payroll Account Manager
GTM Payroll Services Inc —Clifton Park, NY
- $23 - $28 an hour
- Full-time
- Research
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Bankers Life —Clifton Park, NY
- $70,334.26 - $84,703.63 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
Quick Apply
Enterprise Account Exec, Business Services (Armis)
ServiceNow —Albany, NY
- $114,400 - $165,000 a year
- Online Application
- Remote
- 7 years
- Research
- Residential
- Employee stock purchase plan
- Health insurance
Quick Apply
Senior Project Manager-HVAC
HT Lyons, Inc —Halfmoon, NY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Construction site
- Plumbing
- HVAC
- Opportunities for advancement
Quick Apply
Client Advisor/Sales
Overland Sheepskin Co. —Saratoga Springs, NY
- From $23 an hour
- Part-time
- Customer service
- Merchandising
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Financial Professional
Equitable Advisors —Ballston Spa, NY
- $33,400 - $135,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Employee stock purchase plan
- Disability insurance
Quick Apply
Leave Management & Systems Specialist
GTM Payroll Services Inc —Clifton Park, NY
- $28 - $35 an hour
- Full-time
- Microsoft Excel
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Commercial Insurance Account Executive
NFP Corp —Albany, NY
- $60,000 - $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor of Science
- Writing skills
- Paid holidays
- Disability insurance
Quick Apply
Benefits Account Manager (onsite)
GTM Payroll Services Inc —Clifton Park, NY
- $25 - $38 an hour
- Full-time
- HIPAA
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Commercial Security Account Executive
Johnson Controls —Colonie, NY
- $46,400 - $58,000 a year
- Full-time
- High school diploma or GED
- Business development
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Employee Benefits Producer
GTM Payroll Services Inc —Clifton Park, NY
- $75,000 - $130,000 a year
- Full-time
- HIPAA
- Mid-level
- Business development
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Edward Jones —Troy, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Services Professional - Hybrid Remote (NY)
Bankers Life —Clifton Park, NY
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Commercial Lines AVP
NFP Corp —Albany, NY
- $90,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Office
- Senior level
- Health savings account
- Paid holidays
Quick Apply
Wealth Management Trainee (NY)
Bankers Life —Clifton Park, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply

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Private Client Advisor

Key Investment Services, LLC -
Schenectady, NY

Apply Now

Job Details

Full-time
$62,400 a year
8 days ago

Qualifications

Life Insurance License
Passenger vehicle
Series 7
Driver's License
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Location:

315 State Street, Schenectady New York

Job Summary
The Private Client Advisor'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. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.

Essential Functions

Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Host 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.
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.
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 the Consumer Bank, where appropriate.
Be an active member and participant of the Branch team. Engage in person 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(es), including the in person 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 Consumer 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) or
Bachelor's Degree (preferred)

Licenses and Certifications

FINRA Security Industry Essentials (SIE) Upon Hire (required)
FINRA License S7 Upon Hire (required)
FINRA License S66 or S63 and 65 Upon Hire (required)
Certified Financial Planner (CFP) (preferred)
Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (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 timely may result in termination of employment.

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 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.

Travel

Occasional travel to include overnight stay.

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. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

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

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 10/30/2026 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].

#LI-Hybrid

Apply Now

Refine Your Search

client advisor jobs in schenectady, ny

Private Client Advisor

Tax Manager

Service Advisor

Diagnostic Technician

Financial Advisor -$80K- $200K

HCM Payroll Account Manager

Financial Advisor

Enterprise Account Exec, Business Services (Armis)

Senior Project Manager-HVAC

Client Advisor/Sales

Financial Professional

Leave Management & Systems Specialist

Commercial Insurance Account Executive

Benefits Account Manager (onsite)

Commercial Security Account Executive

Employee Benefits Producer

Financial Advisor

Financial Services Professional - Hybrid Remote (NY)

Commercial Lines AVP

Wealth Management Trainee (NY)

I want to receive the latest job alert for client advisor in schenectady, ny

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