Private Client Advisor: Wealth & Financial Wellness

KeyCorp; Hannans Corner (NY); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank, a KeyCorp subsidiary, seeks a Private Client Banker in the New York area to manage client relationships with a plan-based financial approach. You will reference suitable investment, insurance, and banking solutions for clients with complex needs, up to $2M in investable assets, while supporting the Private Client Program.

The role emphasizes service excellence, regulatory compliance, and cross‑functional collaboration with investment services, mortgage, and business banking teams.

Qualifications

• Experience in developing client relationships and meeting sales/referral goals.
• Foundational knowledge of selling and service techniques in banking and investment products.
• FINRA licenses and life/health licenses required upon hire.

Responsibilities

• Provide tailored financial wellness recommendations to clients.
• Refer investment, insurance, and banking products through internal partners.
• Build and maintain a referral network to grow client relationships.

Skills

Client relationship mgmt

Active listening

Financial wellness advisory

Education

FINRA S6

FINRA S63

FINRA SIE

Life & Health Licenses

Tools

MS Office

Digital banking tools

Job description

KeyBank, a KeyCorp subsidiary, seeks a Private Client Banker in the New York area to manage client relationships with a plan-based financial approach. You will reference suitable investment, insurance, and banking solutions for clients with complex needs, up to $2M in investable assets, while supporting the Private Client Program.

The role emphasizes service excellence, regulatory compliance, and cross‑functional collaboration with investment services, mortgage, and business banking teams.