Private Client Advisor – Wealth Solutions

Talentify; Bridgton (ME); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to partner with clients in Bridgton, ME, focusing on full client relationships and plan-based financial advice. This role emphasizes identifying wellness opportunities and referring solutions across retail, investment services, private bank, mortgage, and business banking.

You will open accounts, develop partnerships with branch teams, and maintain compliance while supporting operations and occasional Saturday work.

Qualifications

• High School Diploma, GED, or equivalent experience (required) or Bachelor's Degree (preferred).
• OR equivalent experience (required).
• Experience in developing customer relationships and achieving sales goals.
• Foundational knowledge of sales and service techniques with clients.

Responsibilities

• Provide financial wellness recommendations and refer investment and insurance products.
• Build client referral pipeline through internal and external centers of influence.
• Open personal and business accounts and manage client interactions with compliance.

Skills

Client relationships

Sales & referrals

Financial wellness

MS Office

Digital platforms

Communication skills

Education

High School Diploma or equivalent

Bachelor's degree (preferred)

Tools

MS Office

CRM systems

Mobile banking apps

Job description

KeyBank is seeking a Private Client Banker to partner with clients in Bridgton, ME, focusing on full client relationships and plan-based financial advice. This role emphasizes identifying wellness opportunities and referring solutions across retail, investment services, private bank, mortgage, and business banking.

You will open accounts, develop partnerships with branch teams, and maintain compliance while supporting operations and occasional Saturday work.