Private Client Advisor

KeyBank; Uniontown (Fayette County); On-site; USD 52,000 - 80,000; Full time

Benefits offered by this job

Competitive hourly rate

Equal opportunity employer

Job summary

KeyBank is seeking a Private Client Banker to deepen client relationships, assess financial needs, and deliver plan-based advice for clients with up to $2M in investable assets. The PCB partners with Retail, Private Bank, and Investment Services to tailor financial solutions.

The role emphasizes a strong client experience, prospecting, and collaboration with branch teams. Licensing includes FINRA S6, S63, SIE and life/health licenses.

Qualifications

• Experience building client relationships and meeting sales goals.
• Knowledge of financial wellness products and referral processes.
• Strong communication and networking abilities.

Responsibilities

• Develops client relationships and identifies financial wellness opportunities.
• Delivers tailored financial solutions and refers to specialists.
• Maintains compliance and documentation for client interactions.

Skills

Client relationship mgmt

Referral development

Sales goals achievement

Prospecting & networking

Interpersonal skills

Compliance knowledge

Digital literacy

Education

High School Diploma or GED

Bachelor's degree preferred

Equivalent experience accepted

Tools

MS Word

MS Excel

Office suite

Job description

KeyBank is seeking a Private Client Banker to deepen client relationships, assess financial needs, and deliver plan-based advice for clients with up to $2M in investable assets. The PCB partners with Retail, Private Bank, and Investment Services to tailor financial solutions.

The role emphasizes a strong client experience, prospecting, and collaboration with branch teams. Licensing includes FINRA S6, S63, SIE and life/health licenses.