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

Rkminsurance; Town of De Witt (NY); On-site; USD 52,000 - 80,000; Full time

Benefits offered by this job

Incentive compensation

Equal Opportunity Employer

Job summary

KeyBank in Dewitt, NY is seeking a Private Client Banker to manage the full client relationship with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, building trust and guiding wellness planning across products and services.

You will open accounts, collaborate with specialists, and maintain compliance while supporting branch operations and in‑person events.

Qualifications

• FINRA S6, S63 and SIE licenses required.
• Life and Health Insurance licenses required upon hire.
• Experience building client relationships and meeting sales goals.

Responsibilities

• Develop a client referral pipeline and centers of influence.
• Open personal and business accounts and cross-sell products.
• Provide personalized financial wellness recommendations and referrals.
• Ensure compliance with policies and participate in morning huddles.

Skills

Client relationship

Sales & referrals

Financial wellness guidance

Communication

Regulatory compliance

Education

High School Diploma / GED

Bachelor's Degree preferred

Tools

MS Windows & Office

Job description

KeyBank in Dewitt, NY is seeking a Private Client Banker to manage the full client relationship with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, building trust and guiding wellness planning across products and services.

You will open accounts, collaborate with specialists, and maintain compliance while supporting branch operations and in‑person events.