Private Client Advisor – Wealth Planning & Banking

KeyCorp; Town of Skaneateles (NY); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyCorp in New York seeks a Private Client Banker to manage and deepen client relationships with a plan‑based approach to financial advice. You will deliver tailored investment, insurance, and banking solutions, coordinating with specialists across Retail, Private Bank, and Investment Services to meet client goals.

In this role you’ll open accounts, gather data, and build a steady referral pipeline while upholding strict risk and compliance standards. Licenses: FINRA S6, S63, SIE, Life/Health.

Qualifications

• Experience in developing current and new customer relationships and meeting sales goals.
• Foundational knowledge of sales and service techniques with clients.
• Interpersonal skills and ability to build rapport quickly.

Responsibilities

• Identify financial wellness opportunities and refer appropriate solutions.
• Open personal and small business accounts and manage deposits.
• Develop partnerships with branch teammates and center of influence.
• Ensure compliance with risk and audit procedures and document interactions.

Skills

Client relationships

Sales & referrals

Financial wellness

Time management

Education

High School Diploma

Bachelor's Degree preferred

Tools

MS Office

Digital platforms

Job description

KeyCorp in New York seeks a Private Client Banker to manage and deepen client relationships with a plan‑based approach to financial advice. You will deliver tailored investment, insurance, and banking solutions, coordinating with specialists across Retail, Private Bank, and Investment Services to meet client goals.

In this role you’ll open accounts, gather data, and build a steady referral pipeline while upholding strict risk and compliance standards. Licenses: FINRA S6, S63, SIE, Life/Health.