Private Client Advisor for Wealth & Planning

KeyCorp; Pottstown (Montgomery County); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyCorp in Pottstown, PA is seeking a Private Client Banker to build trusted client relationships and deliver plan-based financial advice. You will gather client data, assess needs, and present investment and insurance solutions to meet goals across retail, private bank, and investment services.

Role requires FINRA licenses, strong sales and relationship skills, and comfort with high-net-worth clientele. Branch support, schedule flexibility including some Saturdays, and compliance discipline are

Qualifications

• Experience developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking.
• Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions.
• Interpersonal interaction skills and an ability to build rapport in minutes.
• Ability to influence business partners across Key Investment Services, Mortgage and Business Banking.
• Working knowledge of PCs (MS Windows) and Office products, plus digital platforms.

Responsibilities

• Listen for clues for financial wellness opportunities and provide customized recommendations.
• Open personal and business accounts and manage deposit products and lending options.
• Develop and maintain a client referral pipeline and internal/external centers of influence.
• Ensure compliance with operational, risk, security and audit procedures.
• Support branch operations and assist with client transactions as needed.
• Engage in in-person morning huddles and end-of-day debriefs, including Saturday work as directed.

Skills

Sales

Client relationships

Financial planning

Time management

Education

High School Diploma or GED

Bachelor's Degree preferred

Tools

MS Windows

MS Office

Digital platforms

Job description

KeyCorp in Pottstown, PA is seeking a Private Client Banker to build trusted client relationships and deliver plan-based financial advice. You will gather client data, assess needs, and present investment and insurance solutions to meet goals across retail, private bank, and investment services.

Role requires FINRA licenses, strong sales and relationship skills, and comfort with high-net-worth clientele. Branch support, schedule flexibility including some Saturdays, and compliance discipline are