Private Client Wealth Advisor

KeyBank; Anchorage (AK); Hybrid; USD 34,000 - 53,000; Full time

Job summary

KeyBank is seeking a Private Client Banker in Anchorage, AK, to manage client relationships with a plan-based approach and deliver tailored financial solutions. The PCB will refer investment, insurance, and banking products to the appropriate service lines while building a robust referral network and maintaining compliant client interactions.

The role emphasizes opening accounts, collaborating with partners across Private Bank, Investments, Mortgage, and Business Banking, and supporting branch

Qualifications

• Previous sales experience and ability to build client relationships.
• Foundational knowledge of sales and service techniques.
• Interpersonal skills to build rapport quickly.
• Ability to collaborate with internal partners across business lines.

Responsibilities

• Develops and manages client relationships with a plan-based financial approach.
• Delivers and refers financial solutions to clients and maps to appropriate specialists.
• Opens personal and business accounts and maintains compliance with procedures.
• Works with branch teammates to acquire and deepen client relationships.

Skills

Client relationship building

Sales and referrals

Financial wellness advice

Prospecting and networking

Time management

Education

FINRA S6

FINRA S63

FINRA SIE

Life, Accident, and Health Insurance Licenses

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyBank is seeking a Private Client Banker in Anchorage, AK, to manage client relationships with a plan-based approach and deliver tailored financial solutions. The PCB will refer investment, insurance, and banking products to the appropriate service lines while building a robust referral network and maintaining compliant client interactions.

The role emphasizes opening accounts, collaborating with partners across Private Bank, Investments, Mortgage, and Business Banking, and supporting branch