Private Client Advisor: Wealth Planning & Solutions

KeyCorp; Village of Red Hook (NY); On-site; USD 32,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to serve as a trusted advisor for clients with up to $2M in investable assets. You will assess client needs, gather data, and refer suitable financial solutions across banking, investment services, private banking, mortgage, and business banking.

The role emphasizes building a strong client experience, collaborating with branches and partners, and maintaining knowledge of products while ensuring compliance with procedures.

Qualifications

• High School Diploma, GED, or equivalent experience (required) or Bachelor's Degree (preferred) OR equivalent experience (required)
• FINRA S6, S63 and SIE licenses required; Life, Accident, and Health licenses required
• Experience in developing client relationships and achieving sales goals, with knowledge of insurance/investment products

Responsibilities

• Build and maintain client relationships to meet financial wellness goals.
• Open personal and business accounts and reference appropriate products/services.
• Ensure compliance with policies and documentation of client interactions.
• Develop partnerships with internal teams to acquire and deepen client relationships.

Skills

Client relationships

Sales experience

Financial products

Banking knowledge

Education

High School Diploma/GED

Bachelor's degree preferred

Job description

KeyBank is seeking a Private Client Banker to serve as a trusted advisor for clients with up to $2M in investable assets. You will assess client needs, gather data, and refer suitable financial solutions across banking, investment services, private banking, mortgage, and business banking.

The role emphasizes building a strong client experience, collaborating with branches and partners, and maintaining knowledge of products while ensuring compliance with procedures.