Private Client Advisor: Wealth Solutions & Growth

KeyBank; Town of Grand Island (NY); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage the full client relationship for individuals and businesses with up to $2M in investable assets. You will assess financial needs, gather data, and refer suitable investment, insurance, mortgage, and banking solutions across retail and private bank teams.

You will build a robust referral pipeline, maintain knowledge of private client offerings, and ensure compliance with risk and audit policies while opening accounts and supporting branch

Qualifications

• Minimum high school or GED required; bachelor's degree preferred.
• FINRA S6, S63 and SIE licenses required; Life, Accident and Health licenses required.
• Experience in developing client relationships and meeting sales/referral goals.

Responsibilities

• Develops and maintains client relationships and a referral pipeline.
• Delivers and refers investment and insurance products to clients.
• Opens personal and business accounts and supports branch operations.
• Maintains knowledge of private client products and market trends to advise clients.
• Ensures compliance with risk, security, and audit procedures.

Skills

Client relationship building

Sales and referral

Financial advisory

Communication

Time management

Education

High School Diploma or GED

Bachelor’s Degree (preferred)

FINRA S6

FINRA S63

FINRA SIE

Life/Health Insurance Licenses

Tools

MS Office

Job description

KeyBank is seeking a Private Client Banker to manage the full client relationship for individuals and businesses with up to $2M in investable assets. You will assess financial needs, gather data, and refer suitable investment, insurance, mortgage, and banking solutions across retail and private bank teams.

You will build a robust referral pipeline, maintain knowledge of private client offerings, and ensure compliance with risk and audit policies while opening accounts and supporting branch