Private Client Advisor — Wealth Solutions

KeyCorp; Mansfield Four Corners (CT); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyCorp in the Key Private Client Program seeks a Private Client Banker to manage the end-to-end client relationship with a plan-based approach to financial advice. PCBs service clients with up to $2M in investable assets, gathering data and offering appropriate products and referrals to specialists across Retail, Private Bank, Mortgage, and Business Banking.

In this role you will help clients achieve financial wellness by understanding their needs, building trusted relationships, and

Qualifications

• High School Diploma, GED, or equivalent experience (required) or Bachelor's Degree (preferred).
• FINRA licenses and state life/health licenses required upon hire.

Responsibilities

• Provide tailored financial wellness recommendations based on client conversations.
• Refer investment and insurance products to appropriate specialists.
• Develop and maintain a referral pipeline with internal and external centers of influence.
• Open and manage client accounts and support branch operations.

Job description

KeyCorp in the Key Private Client Program seeks a Private Client Banker to manage the end-to-end client relationship with a plan-based approach to financial advice. PCBs service clients with up to $2M in investable assets, gathering data and offering appropriate products and referrals to specialists across Retail, Private Bank, Mortgage, and Business Banking.

In this role you will help clients achieve financial wellness by understanding their needs, building trusted relationships, and