Private Client Banker: Trusted Wealth & Financial Wellness Advisor

KeyCorp

Kirkland (WA)

On-site

USD 71,635,000 - 110,208,000

Full time

5 days ago

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Job summary

KeyCorp is seeking a Private Client Banker in Kirkland, WA to manage the full client relationship with a plan-based approach to financial advice. You will deliver tailored financial solutions to clients with up to $2M in investable assets and collaborate with Retail, Private Bank, and Investment Services teams.

The role emphasizes building deep client relationships, meeting sales goals, maintaining compliance, and supporting branch operations, with licensing requirements including FINRA S6, S63,

Qualifications

High School Diploma, GED, or equivalent (required); Bachelor's degree preferred.
FINRA licenses S6, S63, and SIE required; Life, Accident, and Health licenses required.
Experience in developing client relationships and meeting sales goals.

Responsibilities

Builds a client referral pipeline via internal and external centers of influence and prospecting.
Delivers customized financial wellness recommendations and refers investment/insurance products as needed.
Opens personal and business accounts and collaborates with branch teammates and partners.
Ensures compliance with policies and documents client interactions; supports branch operations.

Skills

Client relationship

Financial wellness

Prospecting

Communication

Team collaboration

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

MS Office

Digital platforms

Job description

The role emphasizes building deep client relationships, meeting sales goals, maintaining compliance, and supporting branch operations, with licensing requirements including FINRA S6, S63,

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