Private Client Advisor — Wealth & Relationship Builder

KeyCorp; Eastern Hills (NY); On-site; USD 71,635,000 - 110,208,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to serve high‑net‑worth clients with a plan‑based approach to financial advice. You will assess client needs, document data, and refer appropriate investment, insurance and banking products to build trusted relationships within KeyBank communities.

The role emphasizes financial wellness planning, partnership with internal specialists, and complying with risk and audit policies while contributing to client acquisition and retention.

Qualifications

• FINRA S6, S63 and SIE licenses are required.
• Life, Accident and Health Insurance licenses are required.
• Bachelor's degree preferred or equivalent experience; high school diploma with relevant experience accepted.

Responsibilities

• Develop and maintain client relationships and referrals.
• Provide tailored financial wellness recommendations and refer investment/insurance products.
• Open and manage consumer and small business accounts; assist with deposits and lending.
• Collaborate with Retail, Key Investment Services, Private Bank, Mortgage or Business Banking teams to service clients.

Skills

Sales experience

Communication skills

Networking

Time management

Financial advisory

Client relationship

Problem solving

Education

High School Diploma or equivalent

Bachelor's Degree preferred

FINRA S6

FINRA S63

FINRA SIE

Life/Health Insurance Licenses

Tools

MS Windows

MS Office (Word, Excel)

Digital platforms (Key banking apps)

Job description

KeyBank is seeking a Private Client Banker to serve high‑net‑worth clients with a plan‑based approach to financial advice. You will assess client needs, document data, and refer appropriate investment, insurance and banking products to build trusted relationships within KeyBank communities.

The role emphasizes financial wellness planning, partnership with internal specialists, and complying with risk and audit policies while contributing to client acquisition and retention.