Private Client Advisor: Wealth Planning & Solutions

KeyCorp; Gig Harbor (WA); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyCorp's Private Client Banking team in Gig Harbor seeks a proactive Private Client Banker to manage end-to-end client relationships with a plan-based approach to financial advice. You will deliver tailored financial solutions and coordinate referrals to investment, insurance, and private banking specialists.

Ideal candidates have experience building relationships, meeting sales goals, and strong knowledge of financial markets and digital platforms.

Qualifications

• Experience in developing client relationships and meeting sales goals.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting and networking.
• Ability to educate clients on digital platforms and KeyBank capabilities.

Responsibilities

• Provide financial wellness recommendations and refer investment/insurance products.
• Build and maintain client referral pipelines with internal/external centers of influence.
• Assist with client transactions and branch operations as needed.
• Maintain knowledge of private client products and market trends for informed conversations.

Skills

Client relationship management

Sales & referrals

Financial wellness planning

Digital literacy

Integrity & ethics

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Office

CRM systems

Job description

KeyCorp's Private Client Banking team in Gig Harbor seeks a proactive Private Client Banker to manage end-to-end client relationships with a plan-based approach to financial advice. You will deliver tailored financial solutions and coordinate referrals to investment, insurance, and private banking specialists.

Ideal candidates have experience building relationships, meeting sales goals, and strong knowledge of financial markets and digital platforms.