Private Client Banker: Wealth Advisor for High-Net-Worth

KeyCorp

Taylorsville (UT)

On-site

USD 52,000 - 80,000

Full time

14 days+
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Benefits offered by this job

Incentive compensation
Production commissions
Discretionary incentives

Job summary

KeyCorp is seeking a Private Client Banker in Taylorsville, Utah. This role focuses on providing tailored financial advice and building strong client relationships. Candidates should possess a valid FINRA License S6 and S63, or obtain them upon hire. Responsibilities include assessing client financial needs and ensuring compliance with banking regulations. Compensation ranges from $25.00 to $38.46 per hour, depending on skills and experience.

Qualifications

  • Experience developing customer relationships and achieving sales goals.
  • Demonstrated ability to influence business partners and leverage referral sources.
  • Knowledge of financial wellness and ability to provide tailored advice.

Responsibilities

  • Assess financial needs and offer appropriate products and services.
  • Build strong partnerships with teammates to deepen client relationships.
  • Ensure compliance with operational and risk procedures.

Skills

Interpersonal interaction skills
Sales and service techniques
Relationship building
Financial planning

Education

High School Diploma or GED
Bachelor's Degree

Tools

MS Windows and Office Products
Digital platforms

Job description

KeyCorp is seeking a Private Client Banker in Taylorsville, Utah. This role focuses on providing tailored financial advice and building strong client relationships. Candidates should possess a valid FINRA License S6 and S63, or obtain them upon hire. Responsibilities include assessing client financial needs and ensuring compliance with banking regulations. Compensation ranges from $25.00 to $38.46 per hour, depending on skills and experience.
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