Private Client Advisor: Wealth Solutions

KeyBank; Frazer District (MT); On-site; USD 52,000 - 80,000; Full time

Benefits offered by this job

Incentive compensation

Training programs

Equal opportunity employer

Job summary

KeyBank is seeking a Private Client Banker at our Frazer, PA location to manage an entire client relationship with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, gathering client data and advising on products across Retail, Private Bank, Mortgage, and Business Banking.

The role emphasizes building partnerships, prospecting, and maintaining compliance while supporting branch operations and participating in

Qualifications

• Experience in developing current and new customer relationships, achieving sales goals and building referral sources.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting and networking.
• Ability to educate clients on digital platforms and capabilities within Key.

Responsibilities

• Embodies a strong client experience culture and builds a referral pipeline.
• Delivers financial wellness recommendations and refers investment and insurance products.
• Maintains knowledge of private client products and services and acts in clients' best interests.

Skills

Sales experience

Client relationships

Financial advice

Collaboration

Education

High School Diploma, GED

Bachelor’s Degree

FINRA S6

FINRA S63

FINRA SIE

Life and Health Insurance Licenses

Tools

MS Windows

MS Office

Excel

Job description

KeyBank is seeking a Private Client Banker at our Frazer, PA location to manage an entire client relationship with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, gathering client data and advising on products across Retail, Private Bank, Mortgage, and Business Banking.

The role emphasizes building partnerships, prospecting, and maintaining compliance while supporting branch operations and participating in