Private Client Advisor for Wealth & Financial Wellness

KeyCorp; Shelton (WA); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage the full client relationship with a plan-based advisory approach. You will deliver financial solutions to clients with up to $2M in investable assets and coordinate with Investment Services, Private Bank, and Mortgage teams to tailor financial wellness plans.

Responsibilities include expanding the client base, maintaining relationships with high-net-worth clients, and ensuring compliance with policies.

Qualifications

• Requires a strong track record achieving sales and referral goals.
• Experience building and leveraging centers of influence to develop client relationships.
• Proficient in using MS Windows/Office products (Word, Excel) and educating clients on digital platforms.

Responsibilities

• Listen for financial wellness opportunities during client conversations and provide effective recommendations.
• Refer investment and insurance solutions to clients and coordinate with Retail, Private Bank, Mortgage, and Business Banking teams.
• Open and manage client personal and business accounts and develop partnerships with branch teammates.

Skills

Sales goals

Referral networks

Prospecting

Client advisory

Education

High School Diploma

Bachelor's Degree

Tools

MS Office

Digital platforms

Job description

KeyBank is seeking a Private Client Banker to manage the full client relationship with a plan-based advisory approach. You will deliver financial solutions to clients with up to $2M in investable assets and coordinate with Investment Services, Private Bank, and Mortgage teams to tailor financial wellness plans.

Responsibilities include expanding the client base, maintaining relationships with high-net-worth clients, and ensuring compliance with policies.