Licensed Private Client Advisor – Wealth Solutions

KeyCorp; Snoqualmie (WA); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to build trusted client relationships and deliver plan-based financial guidance for clients with up to $2M in investable assets. You will refer suitable investment, insurance, and banking solutions and coordinate with Retail, Private Bank, and Investment Services.

The role emphasizes a client-centric advisory approach, developing internal and external centers of influence, and maintaining compliance while supporting branch operations on a regular basis.

Qualifications

• Experience developing relationships and meeting sales goals.
• Ability to build and leverage referral sources.
• Comfort with small business clients and handling objections.
• Knowledge of digital platforms and banking products.

Responsibilities

• Provide tailored financial wellness recommendations and refer products.
• Open personal and business accounts.
• Develop partnerships with branch teammates and business partners.
• Ensure compliance with policies and documentation.
• Assist with teller transactions as needed.

Skills

Client relationships

Sales goals

Networking

Financial advisory

Time management

Cross-functional collaboration

Education

High school diploma or equivalent

Bachelor's degree

Tools

MS Windows

Office (Word/Excel)

Job description

KeyBank is seeking a Private Client Banker to build trusted client relationships and deliver plan-based financial guidance for clients with up to $2M in investable assets. You will refer suitable investment, insurance, and banking solutions and coordinate with Retail, Private Bank, and Investment Services.

The role emphasizes a client-centric advisory approach, developing internal and external centers of influence, and maintaining compliance while supporting branch operations on a regular basis.