Private Client Advisor — Wealth Planning & Banking

KeyBank; East Hartford (CT); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyCorp's KeyBank Private Client Program seeks a Private Client Banker in East Hartford, CT to manage client relationships and deliver plan-based financial advice. You will assess client data and refer appropriate solutions, collaborating with Investment Services, Mortgage, and Business Banking teams to meet client needs.

The candidate should hold FINRA S6, S63, SIE, and Life/Health licenses, with strong prospecting, ethics, and digital literacy to support clients’ financial wellness.

Qualifications

• High School Diploma, GED, or equivalent experience (required) or Bachelor's Degree (preferred) OR equivalent experience (required)
• Experience in 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.

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
• Open personal and business accounts and refer appropriate products and services to clients.
• Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services.
• Complies with all KeyBank policies and procedures, including acting professionally at all times and ethical conduct.

Skills

Client relationships

Sales goals

Prospecting

Communication

Education

High School Diploma or Bachelor's

Tools

MS Windows

MS Office

Job description

KeyCorp's KeyBank Private Client Program seeks a Private Client Banker in East Hartford, CT to manage client relationships and deliver plan-based financial advice. You will assess client data and refer appropriate solutions, collaborating with Investment Services, Mortgage, and Business Banking teams to meet client needs.

The candidate should hold FINRA S6, S63, SIE, and Life/Health licenses, with strong prospecting, ethics, and digital literacy to support clients’ financial wellness.