Private Client Advisor — Wealth Planning & Growth

KeyBank; Canandaigua (MI); On-site; USD 71,635,000 - 110,208,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to serve individuals and business clients within the Private Client Program. You will own the entire client relationship with a plan-based approach to financial advice and will deliver and refer appropriate solutions for clients with up to $2M in investable assets.

You will gather client data, document needs, and offer tailored financial wellness recommendations while building a strong referral network with internal partners.

Qualifications

• Experience developing client relationships and meeting sales goals in financial services.
• Foundational sales techniques in client conversations and referrals.
• Ability to work with small business clients and overcome objections.
• Interpersonal skills to build rapport quickly.
• Experience influencing partners across investment, mortgage and business banking.
• Proficient with PCs and digital tools; comfortable with MS Office.

Responsibilities

• Provide customized financial wellness recommendations and refer investment and insurance products.
• Develop a client referral pipeline through centers of influence and proactive prospecting.
• Open personal and business accounts and related deposit products.
• Collaborate with branch teammates and partners to deepen client relationships.
• Ensure compliance with operational risk, security, and audit procedures.
• Support branch operations including Teller transactions and morning huddles.

Skills

Client relationship knowledge

Sales & referrals

Integrity

Time management

Financial planning

Relationship building

Market awareness

Education

High School Diploma, GED, or equivalent experience

Bachelor's Degree (preferred)

OR equivalent experience (required)

FINRA S6

FINRA S63

FINRA SIE

Life, Accident, and Health Insurance Licenses

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyBank is seeking a Private Client Banker to serve individuals and business clients within the Private Client Program. You will own the entire client relationship with a plan-based approach to financial advice and will deliver and refer appropriate solutions for clients with up to $2M in investable assets.

You will gather client data, document needs, and offer tailored financial wellness recommendations while building a strong referral network with internal partners.