Private Client Advisor

KeyBank; City of Canandaigua (NY); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank seeks a Private Client Banker in Canandaigua, NY to manage client relationships and deliver plan-based financial advice. You will assess client data, identify needs, and refer suitable investment, insurance, mortgage, and business banking solutions to enhance financial wellness.

The role requires FINRA licenses (S6, S63, SIE) and life/ health insurance licenses, and involves opening accounts, product knowledge, and coordinating with partners across Retail, Private Client, and Investment

Qualifications

• Ability to build and deepen client relationships to drive financial wellness.
• Experience in selling investment and insurance products through coordinated teams.
• Proficiency with PC tools and digital channels to educate clients on Key platforms.

Responsibilities

• Develops and maintains a strong referral pipeline across internal partners.
• Delivers customized financial wellness recommendations and refers appropriate solutions.
• Ensures compliance with operational, risk, security and audit procedures.

Skills

Client relationship building

Financial advisory

Sales prospecting

MS Office

Education

Bachelor's Degree (preferred)

High School Diploma, GED, or equivalent

Tools

CRM (Salesforce)

Job description

KeyBank seeks a Private Client Banker in Canandaigua, NY to manage client relationships and deliver plan-based financial advice. You will assess client data, identify needs, and refer suitable investment, insurance, mortgage, and business banking solutions to enhance financial wellness.

The role requires FINRA licenses (S6, S63, SIE) and life/ health insurance licenses, and involves opening accounts, product knowledge, and coordinating with partners across Retail, Private Client, and Investment