Private Client Advisor

KeyBank; Mentor (OH); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to lead the full client relationship with plan-based financial guidance for clients with up to $2M in investable assets. The role focuses on identifying and delivering financial solutions, documenting client data, and coordinating with Retail, Private Bank, Mortgage, and Business Banking teams to meet client needs.

Candidates should demonstrate strong client experience, sales ability, and knowledge of private client products.

Qualifications

• Requires FINRA licenses (S6, S63, SIE) and Life/Health licenses.
• Experience in developing client relationships and meeting sales goals.
• Ability to educate clients on financial wellness and investment options.
• Proficient with MS Windows and MS Office tools.

Responsibilities

• Builds client referral pipelines and partnerships with internal partners.
• Delivers financial wellness recommendations and refers investment/insurance products.
• Open accounts and manage client data with accurate documentation.
• Complies with risk, compliance, and audit procedures.

Skills

Client relationship

Financial advice

Sales prospecting

Communication

MS Windows

Excel

Education

FINRA S6

FINRA S63

FINRA SIE

Life/Health licenses

Bachelor's degree preferred

Tools

Word

Excel

MS Office

Job description

KeyBank is seeking a Private Client Banker to lead the full client relationship with plan-based financial guidance for clients with up to $2M in investable assets. The role focuses on identifying and delivering financial solutions, documenting client data, and coordinating with Retail, Private Bank, Mortgage, and Business Banking teams to meet client needs.

Candidates should demonstrate strong client experience, sales ability, and knowledge of private client products.