Regional Director, Planning & Investments
KeyBank
full-time
Posted on:
Location Type: Hybrid
Location: Amherst • New York • United States
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Salary
💰 $96,000 - $181,000 per year
Job Level
About the role
- Drive financial planning engagement within the mass affluent segment
- Manage key priorities of the financial planning practice
- Serve as in-house solutions consultant helping educate advisors
- Maintain appropriate risk controls and support advice-based sales process
Requirements
- CFP or advanced planning designation required
- Series 65 or 7 required (or must be attained within the first 180 days of employment)
- A minimum of ten years of applicable Planning experience or equivalent
- Undergraduate degree or equivalent experience
- Sales experience
Benefits
- Incentive compensation including production, commission, and/or discretionary incentives
- Flexible options for mobile work environments
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningrisk managementsales process
Soft Skills
consultingeducationprioritization
Certifications
CFPSeries 65Series 7