Private Client Advisor — Wealth Planning & Solutions

KeyBank; Uniontown (OH); On-site; USD 34,440 - 52,348; Full time

Benefits offered by this job

Incentive compensation

Comprehensive benefits package

Job summary

KeyBank is seeking a Private Client Banker in Uniontown, Ohio, who will serve as a trusted advisor to clients, helping them achieve financial wellness. The role involves delivering tailored financial solutions to clients with up to $2M in investable assets while maintaining compliance with regulations.

Applicants should possess a High School Diploma or GED, with a preference for a Bachelor’s Degree, along with a strong background in client relations and sales. This position offers a competitive hourly rate and various benefits to support client financial needs.

Qualifications

• High School Diploma or GED required; Bachelor's Degree preferred.
• Experience in developing customer relationships and achieving sales goals.
• Comfortable interacting with small business clients.

Responsibilities

• Deliver financial advice and solutions to clients with investable assets.
• Build and maintain client relationships for referrals and sales.
• Ensure compliance with operational procedures and policies.

Skills

Client relationship building

Sales techniques

Financial advising

Time management

Digital technology knowledge

Education

High School Diploma or GED

Bachelor’s Degree

Tools

MS Windows

MS Office

Job description

KeyBank is seeking a Private Client Banker in Uniontown, Ohio, who will serve as a trusted advisor to clients, helping them achieve financial wellness. The role involves delivering tailored financial solutions to clients with up to $2M in investable assets while maintaining compliance with regulations.

Applicants should possess a High School Diploma or GED, with a preference for a Bachelor’s Degree, along with a strong background in client relations and sales. This position offers a competitive hourly rate and various benefits to support client financial needs.