Private Client Advisor

KeyCorp; Stow (OH); On-site; USD 25,000 - 38,000; Full time

Job summary

KeyCorp in Stow, OH is seeking a Private Client Banker to manage client relationships and provide plan-based financial guidance for clients with up to $2M in investable assets. You will assess client needs, document data, and connect clients with appropriate investment, insurance, mortgage, or business banking solutions.

The role emphasizes exceptional client experience, collaboration with branch teams, compliance with policies, and ongoing development of private client product knowledge.

Qualifications

• Experience developing relationships and meeting sales goals.
• Foundational knowledge of sales and service techniques with clients.
• Ability to interact with clients and explain financial options clearly.
• Licensing requirements: FINRA S6, S63, SIE and Life/Health licenses upon hire.

Responsibilities

• Develops and maintains client relationships and identifies wellness opportunities.
• Delivers financial solutions by referring appropriate products and services.
• Ensures compliance with operational, risk, and audit policies.
• Supports branch operations and participates in team meetings.

Skills

Client relationship management

Sales goals attainment

Financial wellness guidance

Interpersonal communication

Time management

Education

Bachelor's degree

High School Diploma or GED

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyCorp in Stow, OH is seeking a Private Client Banker to manage client relationships and provide plan-based financial guidance for clients with up to $2M in investable assets. You will assess client needs, document data, and connect clients with appropriate investment, insurance, mortgage, or business banking solutions.

The role emphasizes exceptional client experience, collaboration with branch teams, compliance with policies, and ongoing development of private client product knowledge.