Private Client Advisor - Wealth Planning & Growth

KeyCorp; Lansdale (Montgomery County); On-site; USD 34,000 - 54,000; Full time

Job summary

KeyCorp’s Private Client Banker role focuses on managing the client relationship with plan-based financial guidance for high-net-worth clients. The PCB delivers tailored financial wellness solutions and referrals to appropriate sales professionals across the bank's advisory and lending teams.

The position emphasizes building a referral network, maintaining up-to-date product knowledge, and upholding compliance while serving clients in a branch setting and supporting daily operations.

Qualifications

• FINRA S6, S63 and SIE licenses required.
• Life, Accident, and Health Insurance licenses required.
• Experience in developing client relationships and reaching sales goals.
• Strong communication, networking, and relationship-building skills.
• Proficiency with MS Windows and Office products.

Responsibilities

• Provide financial wellness recommendations and refer to investment and insurance products as appropriate.
• Build a client referral pipeline and prospect through internal and external centers of influence.
• Open and service personal and business accounts and deposit products.
• Partner with branch teammates and business lines to acquire and deepen client relationships.
• Ensure compliance with policy and procedures and document client interactions.
• Support branch operations and assist with Teller transactions as needed.

Job description

KeyCorp’s Private Client Banker role focuses on managing the client relationship with plan-based financial guidance for high-net-worth clients. The PCB delivers tailored financial wellness solutions and referrals to appropriate sales professionals across the bank's advisory and lending teams.

The position emphasizes building a referral network, maintaining up-to-date product knowledge, and upholding compliance while serving clients in a branch setting and supporting daily operations.