Licensed Private Client Advisor

KeyCorp; Kerhonkson (NY); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyCorp’s Private Client Banker (PCB) role focuses on the entire client relationship with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, assessing financial needs and documenting data to offer appropriate products and services.

The role emphasizes client experience, teamwork, and compliant practices. Responsibilities include developing a referral pipeline, prospecting, opening accounts, and coordinating

Qualifications

• High school diploma or equivalent required; bachelor’s preferred.
• Experience in developing customer relationships and achieving sales goals.
• Foundational knowledge of sales and service techniques with clients.

Responsibilities

• Provide financial wellness advice and plan-based solutions to clients.
• Refer investment and insurance products to appropriate specialists.
• Open personal and business accounts and grow client relationships.
• Maintain knowledge of private client products and market trends.
• Ensure compliance with procedures and documentation of client interactions.

Skills

Client relationships

Sales goals

Communication

Prospecting

Digital platforms

Time management

Financial wellness

Education

High School Diploma, GED, or equivalent

Bachelor's Degree (preferred)

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyCorp’s Private Client Banker (PCB) role focuses on the entire client relationship with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, assessing financial needs and documenting data to offer appropriate products and services.

The role emphasizes client experience, teamwork, and compliant practices. Responsibilities include developing a referral pipeline, prospecting, opening accounts, and coordinating