Private Client Advisor: Wealth Planning & Relationships

KeyCorp; Reynoldsburg (OH); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyCorp's Private Client Banker role focuses on the entire client relationship with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets.

As a PCB, you gather client data, assess needs, and coordinate with Retail, Private Bank, Mortgage and Investment Services to meet client goals, while ensuring compliance and maintaining strong partnerships with branch teammates. Saturday work may be required.

Qualifications

• Experience in developing relationships and meeting sales goals.
• Licenses required upon hire: FINRA S6, S63, SIE; Life and Health licenses.
• Strong communication, client service, and networking skills.

Responsibilities

• Builds client relationships and referrals to deepen the private client relationship.
• Recommends financial solutions and coordinates with investment, mortgage and business banking teams.
• Open personal and business accounts and support branch operations.
• Ensure compliance with policies and participate in daily huddles.
• Occasionally work Saturdays as directed.

Skills

Client relationships

Sales goals

Prospecting

Time management

Financial wellness

Digital platforms

Education

FINRA S6

FINRA S63

FINRA SIE

Life and Health Licenses

Tools

MS Windows

Office Suite

Job description

KeyCorp's Private Client Banker role focuses on the entire client relationship with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets.

As a PCB, you gather client data, assess needs, and coordinate with Retail, Private Bank, Mortgage and Investment Services to meet client goals, while ensuring compliance and maintaining strong partnerships with branch teammates. Saturday work may be required.