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.