Private Client Advisor: Wealth Planning & Growth

KeyBank; Powell (AL); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage relationships with high-net-worth clients, delivering plan-based financial advice and referrals across investment, mortgage and business banking.

The PCB will assess clients' needs, document data, open accounts, and collaborate with branch teammates to grow clientele, while complying with risk and audit procedures.

This role requires FINRA licenses, financial services experience, and strong communication in a branch setting.

Qualifications

• High school diploma or GED required; bachelor's preferred.
• Experience growing client relationships and meeting sales goals.
• FINRA S6, S63, SIE and Life/Health licenses required.

Responsibilities

• Deliver financial solutions and refer products to clients.
• Prospect and develop referral pipelines with internal/external partners.
• Maintain knowledge of private client products and market trends.
• Open personal and business accounts and manage deposits.
• Ensure compliance with policies and documentation.
• Support branch operations and assist with Teller transactions.

Skills

Client relationship management

Sales & referrals

Financial advisory

Digital literacy

Time management

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Windows

MS Office

Job description

KeyBank is seeking a Private Client Banker to manage relationships with high-net-worth clients, delivering plan-based financial advice and referrals across investment, mortgage and business banking.

The PCB will assess clients' needs, document data, open accounts, and collaborate with branch teammates to grow clientele, while complying with risk and audit procedures.

This role requires FINRA licenses, financial services experience, and strong communication in a branch setting.