Private Client Financial Advisor

KeyCorp; Pennsylvania; On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Incentive compensation

Base hourly rate + incentives

Job summary

KeyCorp, operating KeyBank, seeks a Private Client Banker to serve on-site at a Lehighton, PA branch. You will cultivate client relationships, deliver holistic financial advice, and refer appropriate investment, insurance, and banking solutions to clients with up to $2M in investable assets.

The role emphasizes in-person client engagement, collaboration with partners, and adherence to risk and audit standards while supporting branch operations and driving growth in the private client program.

Qualifications

• Experience building relationships with clients and driving referrals.
• Foundational sales and service techniques, including tele-consulting and networking.
• Ability to interact with small business clients and drive financial wellness conversations.

Responsibilities

• Provide customized financial wellness recommendations to clients.
• Refer investment and insurance products to appropriate specialists.
• Maintain knowledge of private client products and competitor offerings.
• Open and service client accounts and collaborate with branch partners.
• Ensure compliance with policies and documentation of client interactions.

Skills

Client relationships

Sales & referrals

Interpersonal skills

Digital platforms guidance

Time management

Financial wellness advice

Education

FINRA S6

FINRA S63

FINRA SIE

Life/Health Insurance Licenses

Tools

MS Windows

Microsoft Office

Mobile apps

Job description

KeyCorp, operating KeyBank, seeks a Private Client Banker to serve on-site at a Lehighton, PA branch. You will cultivate client relationships, deliver holistic financial advice, and refer appropriate investment, insurance, and banking solutions to clients with up to $2M in investable assets.

The role emphasizes in-person client engagement, collaboration with partners, and adherence to risk and audit standards while supporting branch operations and driving growth in the private client program.