Private Client Advisor: Wealth Growth & Planning

KeyBank; Uniontown (OH); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker in Ohio to manage the client relationship with a plan-based approach to financial advice. You will refer appropriate financial solutions to clients with up to $2M in investable assets and help them achieve financial wellness through tailored planning.

Responsibilities include building a referral pipeline, maintaining knowledge of private client offerings, ensuring compliance, and partnering with branch teammates to deepen client relationships.

Qualifications

• Experience building customer relationships and identifying financial needs.
• Ability to meet sales and referral goals through client conversations.
• Comfort with digital tools and platforms to educate clients.

Responsibilities

• Deliver customized financial wellness recommendations to clients.
• Refer investment and insurance products to the appropriate sales teams.
• Build and maintain a client referral pipeline through internal and external centers of influence.
• Develop knowledge of private client products and services and competitors.
• Ensure compliance with procedures and proper documentation of client interactions.

Skills

Relationship building

Sales & referrals

Financial planning

Digital literacy

Education

Bachelor's degree

High School Diploma or GED

Tools

MS Office

CRM systems

Job description

KeyBank is seeking a Private Client Banker in Ohio to manage the client relationship with a plan-based approach to financial advice. You will refer appropriate financial solutions to clients with up to $2M in investable assets and help them achieve financial wellness through tailored planning.

Responsibilities include building a referral pipeline, maintaining knowledge of private client offerings, ensuring compliance, and partnering with branch teammates to deepen client relationships.