Private Client Advisor: Wealth & Relationship Builder

KeyBank; Town of Queensbury (NY); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank is seeking a Private Client Banker in Queensbury, NY to manage comprehensive client relationships and provide plan-based financial advice. You will identify opportunities, gather client data, and refer suitable solutions across investment, insurance, and other banking services.

The role emphasizes building trust with clients, collaborating with branch teammates, and delivering tailored financial wellness guidance to help clients achieve their goals. FINRA licensing is required.

Qualifications

• High school diploma or GED; bachelor’s degree preferred.
• FINRA licenses S6, S63, SIE required.
• Strong communication and prospecting ability.

Responsibilities

• Deliver financial solutions to clients; assess client needs and document data.
• Refer investment and insurance products to clients via appropriate channels.
• Maintain and grow relationships with high-net-worth clients through proactive planning.

Skills

Client relationship management

Financial advisory

Sales & referrals

Digital platforms

Communication

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Office

CRM systems

Financial planning software

Job description

KeyBank is seeking a Private Client Banker in Queensbury, NY to manage comprehensive client relationships and provide plan-based financial advice. You will identify opportunities, gather client data, and refer suitable solutions across investment, insurance, and other banking services.

The role emphasizes building trust with clients, collaborating with branch teammates, and delivering tailored financial wellness guidance to help clients achieve their goals. FINRA licensing is required.