[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All KeyCorp jobs](https://jobs.opennash.com/companies/keycorp/) · [Search jobs](/search/) KeyCorp · Essex Junction, VT # Investment Associate, FINRA Registered - Essex Junction, VT Essex Junction, VT $23.08 - $34.62 per hour Finance & Accounting Listed on KeyCorp’s official careers site. Listed as of October 17, 2026. Check that it is still open and apply there. [Apply on KeyCorp’s careers site →](https://keybank.wd5.myworkdayjobs.com/External_Career_Site/job/Essex-Junction-VT/Investment-Associate--FINRA-Registered---Essex-Junction--VT_R-41917) [OpenNash Jobs](https://jobs.opennash.com/) / [KeyCorp](https://jobs.opennash.com/companies/keycorp/) / Investment Associate, FINRA Registered - Essex Junction, VT ## Job description ### Location 40 Pearl Street, Essex Junction Vermont ### Job Summary Within the Key Investment Services business, the Retail Investment Associate is responsible for assisting the Key Investment Services Sales Force in achieving sales goals, customer service, business growth, and client retention. This position will serve as a proactive member of the Key Investment Services Team by being an initial sales and service contact for new and existing clients. ### Essential Functions Provide support to the Private Client Advisors. Perform customer service duties and assist in daily office operations, including obtaining new account and customer maintenance forms, establishing new accounts, servicing customer accounts, processing estate account requests, researching problems, preparing and editing correspondence, obtaining proper approvals, maintaining records, performing heavy order entry, and managing client contact. Maintain a solid base knowledge of retirement accounts, including distributions and Required Minimum Distribution (RMD) calculations. Follow up on client service activities and Advisor requests. Create and manage the client database, including addresses, contact information, and client type (investor, credit, etc.), and use this information to develop mailing lists for value-added materials, event invitations, and follow-up calls. Assist with scheduling appointments and participate in sales support activities such as weekly teleconferences, monthly sales unit meetings, and manager coaching sessions. Attend additional product and process training as available. Create, obtain approval for, and distribute letters on product promotions. Coordinate marketing events, seminars, and presentations for clients and prospects, including booking locations, preparing client/prospect lists, mailing invitations, arranging refreshments, and organizing presentation materials and equipment. Assist in the production and distribution of newsletters, biographies, and other marketing materials. ### Additional Licensed IA functions Accept trade instructions from a client or engage with the client specific to suitability. 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 (required) Work Experience A minimum of 1-year experience in brokerage or financial services (required) Licenses and Certifications FINRA License S6 (required) FINRA License S63 (required) FINRA Security Industry Essentials (SIE) (required) FINRA Series 7 and Life Insurance (preferred) ### Skills Investment Knowledge: Working knowledge of investment products and ability to explain options clearly to clients. ### Organization & Detail Orientation Demonstrated ability to manage multiple priorities with exceptional organizational skills and strong attention to detail. ### Communication Strong written and verbal communication skills to effectively interact with clients and team members. ### Technical Proficiency Excellent computer skills, including Microsoft Word, Excel, PowerPoint, email platforms, and internet navigation. ### Client Insight Ability to quickly gain a broad understanding of clients and their needs. ### Relationship Building Proven ability to develop and maintain trusted relationships with clients. ### Customer Service & Analysis Strong customer service orientation combined with analytical skills to resolve issues and identify solutions. ### Team Collaboration Ability to work effectively as part of a team to achieve shared goals. ### Risk Management Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Adaptability: Understands that change is inevitable and seeks value in new ways of doing things ### Core Competencies All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct. 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. Work Location Category Hybrid (3+ days) COMPENSATION AND ### BENEFITS This position is eligible to earn a base hourly rate in the range of $23.08 - $34.62 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. 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 HR_Compliance@keybank.com. #LI-Hybrid ## At a glance - Posted by the employer: Not stated - First seen by OpenNash: Oct 10, 2026 - Last checked: Oct 17, 2026 - Listed for: 7 days - Location: Essex Junction, VT - Pay: $23.08 - $34.62 per hour[Apply on KeyCorp’s careers site →](https://keybank.wd5.myworkdayjobs.com/External_Career_Site/job/Essex-Junction-VT/Investment-Associate--FINRA-Registered---Essex-Junction--VT_R-41917) ## More jobs at KeyCorp ### [2027 Commercial Credit Analyst Program - Cleveland](https://jobs.opennash.com/companies/keycorp/jobs/30a46f6b6509078223c2/) Brooklyn, OH ### [2027 Summer Commercial Bank Internship - Atlanta (Credit)](https://jobs.opennash.com/companies/keycorp/jobs/75053ef0388ba2bdd3b0/) Atlanta, GA ### [2027 Summer Commercial Bank Internship - Buffalo (Credit)](https://jobs.opennash.com/companies/keycorp/jobs/a000cb522b850893a868/) Buffalo, NY ### [2027 Summer Commercial Bank Internship - Denver (Credit)](https://jobs.opennash.com/companies/keycorp/jobs/6f0b41b66e7474dd9f7a/) Denver, CO ### [2027 Summer Commercial Bank Internship - Salt Lake City (Credit)](https://jobs.opennash.com/companies/keycorp/jobs/e50545badc57d8f0259d/) Salt Lake City, UT ## Similar jobs at other companies ### [Senior Premier, Preferred Finra Licensed Banker](https://jobs.opennash.com/companies/huntington-bank/jobs/b3aeb8ca284370164673/) Huntington Bank · Charlotte, NC ### [SALES ASSOCIATE in ESSEX IL S22187](https://jobs.opennash.com/companies/dollar-general/jobs/13fa565d1f86f0487df9/) Dollar General · Essex, IL, United States ### [Commissary Worker - Essex County Commissary](https://jobs.opennash.com/companies/aramark/jobs/e4508b0568d34f36227c/) Aramark · Wilmington, MA, US ### [Associate Banker, 30 Hours, Passaic Essex Market Area - Multiple locations](https://jobs.opennash.com/companies/jpmorganchase/jobs/9e4c7430a0fe72f1622e/) JPMorganChase · Montclair, NJ, United States ### [Associate Banker, 30 Hours, Union Essex Area - Multiple locations](https://jobs.opennash.com/companies/jpmorganchase/jobs/580a3844063aa39589d6/) JPMorganChase · Union, NJ, United States OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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