Private Client Advisor - Wealth Solutions

KeyBank; Village of Brewster (NY); On-site; USD 65,000 - 110,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver and refer appropriate financial solutions to clients with up to $2M in investable assets, assessing financial needs and documenting client data.

The role emphasizes building partnerships with branch teammates and ensuring compliance with procedures while supporting branch operations and client transactions.

Qualifications

• High School Diploma, GED, or equivalent experience (required) or Bachelor's Degree (preferred).
• FINRA licenses S6, S63, SIE are required; Life, Accident, and Health Insurance Licenses are required.
• Strong knowledge of PCs and digital platforms used in banking (Windows, Office, mobile apps).

Responsibilities

• Embodies a strong client experience culture with proactive relationship management.
• Identify financial wellness opportunities and refer investment and insurance products as appropriate.
• Develops and maintains knowledge of private client products and services and differentiates KeyBank offerings.

Skills

Client relationship management

Financial wellness guidance

Strong communication

Digital literacy

Education

High School Diploma or equivalent

Bachelor's Degree preferred

Equivalent experience

Tools

MS Windows

MS Office

Job description

KeyBank is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver and refer appropriate financial solutions to clients with up to $2M in investable assets, assessing financial needs and documenting client data.

The role emphasizes building partnerships with branch teammates and ensuring compliance with procedures while supporting branch operations and client transactions.