Private Client Advisor - Wealth Solutions

KeyBank; Powell (OH); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to serve as a trusted advisor for clients with up to $2M in investable assets. You will assess financial needs, collect client data, and offer suitable products and services through cross‑team referrals.

Responsibilities include building relationships, meeting sales goals, and staying compliant with risk and audit procedures. This on‑site branch role requires FINRA licenses and strong digital literacy

Qualifications

• Requires strong client advisory skills and knowledge of private client products.
• Proven ability to develop and maintain client relationships and meet sales/referral goals.
• Must be proficient with digital platforms and educate clients on banking tools.

Responsibilities

• Deliver customized financial wellness recommendations to clients.
• Refer investment and insurance products to appropriate sales professionals.
• Maintain client interaction documentation and compliance with policies.
• Open personal and business accounts and support branch operations.
• Build referral pipelines through internal and external centers of influence.

Skills

Client advisory

Financial wellness

Sales referrals

Relationship building

Financial planning

Investment guidance

Banking product knowledge

Digital platforms

Education

High School Diploma/GED

Bachelor's Degree preferred

Equivalent experience

Tools

MS Windows

MS Office (Word/Excel)

Mobile apps

Job description

KeyBank is seeking a Private Client Banker to serve as a trusted advisor for clients with up to $2M in investable assets. You will assess financial needs, collect client data, and offer suitable products and services through cross‑team referrals.

Responsibilities include building relationships, meeting sales goals, and staying compliant with risk and audit procedures. This on‑site branch role requires FINRA licenses and strong digital literacy