Private Client Banker — Wealth Advisor for HNW Clients

KeyBank; Lehighton (Carbon County); On-site; USD 71,635,000 - 110,208,000; Full time

Job summary

KeyBank is hiring a Private Client Banker in Lehighton, PA to manage the full client relationship with a plan-based approach. You will assess client data, offer tailored financial solutions, and refer to appropriate specialists across Retail, Private Bank, Mortgage, and Business Banking.

The role emphasizes building trust, expanding client relationships, ensuring regulatory compliance, and collaborating with branch partners to meet sales and financial wellness goals.

Qualifications

• High school diploma or equivalent required; Bachelor's degree preferred.
• FINRA S6, S63, SIE licenses required; Life/Health licenses required.
• Experience in sales, financial services, and client relationship building.

Responsibilities

• Provide financial wellness recommendations and refer appropriate investment/insurance products.
• Develop and maintain a client referral pipeline with internal/external centers of influence.
• Open and maintain client accounts and manage compliant interactions.
• Stay informed about private client products and market trends to advise clients.

Skills

Client relationships

Sales & referrals

Financial wellness

Digital platforms

Education

High school diploma or equivalent

Bachelor's degree (preferred)

Job description

KeyBank is hiring a Private Client Banker in Lehighton, PA to manage the full client relationship with a plan-based approach. You will assess client data, offer tailored financial solutions, and refer to appropriate specialists across Retail, Private Bank, Mortgage, and Business Banking.

The role emphasizes building trust, expanding client relationships, ensuring regulatory compliance, and collaborating with branch partners to meet sales and financial wellness goals.