Private Client Advisor: Wealth Planning & Solutions

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

Job summary

KeyCorp is seeking a Private Client Banker to serve the client relationship with a plan-based approach to financial advice in the Hilliard area. You will deliver and refer appropriate financial solutions for clients with up to $2M in investable assets, aiming to enhance financial wellness.

Responsibilities include building a referral pipeline, opening accounts, and partnering with Retail, Private Bank, and Mortgage teams. Compliance and customer service are essential in daily branch operations.

Qualifications

• Experience in developing current and new customer relationships and achieving sales goals.
• Ability to prospect, network, and refer clients to investment services.
• Strong interpersonal skills to build rapport quickly.
• Knowledge of private client products and services; staying current on market trends.

Responsibilities

• Listen for financial wellness opportunities during client conversations and provide effective, customized recommendations.
• Refer investment and insurance products to appropriate sales professionals.
• Open personal and business accounts and develop relationships with branch teammates and partners.
• Ensure compliance with operational, risk, security and audit procedures.

Skills

Client relationship

Prospecting

Referral networks

Financial planning

Compliance awareness

Education

High School Diploma / GED

Bachelor's degree (preferred)

Tools

MS Office

CRM systems

Job description

KeyCorp is seeking a Private Client Banker to serve the client relationship with a plan-based approach to financial advice in the Hilliard area. You will deliver and refer appropriate financial solutions for clients with up to $2M in investable assets, aiming to enhance financial wellness.

Responsibilities include building a referral pipeline, opening accounts, and partnering with Retail, Private Bank, and Mortgage teams. Compliance and customer service are essential in daily branch operations.