Private Client Advisor for Wealth & Financial Wellness

KeyBank; Hebron (CT); On-site; USD 70,000 - 110,000; Full time

Job summary

KeyBank is seeking a Private Client Banker in Hebron, CT to manage overall client relationships using a plan-based approach to financial advice. The PCB will deliver and refer appropriate financial solutions for clients up to $2M in investable assets.

You will gather client data, assess needs, and coordinate with Retail, Private Bank, and Investment Services teams to meet objectives. Role emphasizes compliance, partnership with branch peers, and active client engagement, including mornings,

Qualifications

• Requires FINRA licenses (S6, S63, SIE) and Life, Accident, and Health licenses.
• Experience developing client relationships and achieving sales goals.
• Comfort working with both individuals and small businesses.

Responsibilities

• Develops and maintains client relationships, gathering and documenting financial data.
• Opens and services personal and business accounts as needed.
• Recommends investment, insurance and banking solutions and refers to specialists.
• Ensures compliance with risk, operational and audit procedures.

Skills

Relationship building

Sales and referrals

Financial advisory

Communication

Digital literacy

Team collaboration

Education

High School Diploma

Bachelor's degree preferred

Equivalent experience

Tools

MS Office

CRM systems

Job description

KeyBank is seeking a Private Client Banker in Hebron, CT to manage overall client relationships using a plan-based approach to financial advice. The PCB will deliver and refer appropriate financial solutions for clients up to $2M in investable assets.

You will gather client data, assess needs, and coordinate with Retail, Private Bank, and Investment Services teams to meet objectives. Role emphasizes compliance, partnership with branch peers, and active client engagement, including mornings,