Private Client Banker & Wealth Advisor

KeyCorp; Uniontown (Fayette County); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank, a leading financial services firm, is seeking a Private Client Banker to manage client relationships with a plan-based financial advisory approach. You will assess client data, provide tailored financial wellness recommendations, and refer suitable investment and insurance products.

The role requires opening and managing accounts and collaborating across bank lines to deepen client relationships. The ideal candidate has FINRA licenses (S6, S63, SIE) and a background in sales,

Qualifications

• High School Diploma, GED, or equivalent experience (required) or Bachelor's Degree (preferred) OR equivalent experience (required)
• FINRA License S6 (required) FINRA License S63 (required) FINRA SIE (required) Life, Accident, and Health Insurance Licenses (required)
• Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products.

Responsibilities

• Embodies a strong client experience culture and builds a client referral pipeline.
• Delivers financial wellness recommendations and refers investment and insurance products.
• Opening personal and business accounts and developing partnerships with branch teammates.

Skills

Client relationships

Sales goals

Time management

Financial wellness

Investment advice

Retirement planning

Tax optimization

Education

High School Diploma / GED / equivalent

Bachelor's Degree (preferred) or equivalent experience

Tools

MS Windows

Microsoft Office

Word

Excel

Job description

KeyBank, a leading financial services firm, is seeking a Private Client Banker to manage client relationships with a plan-based financial advisory approach. You will assess client data, provide tailored financial wellness recommendations, and refer suitable investment and insurance products.

The role requires opening and managing accounts and collaborating across bank lines to deepen client relationships. The ideal candidate has FINRA licenses (S6, S63, SIE) and a background in sales,