Private Client Wealth Advisor

KeyBank; East Hartford (CT); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage relationships across individuals and small businesses, delivering plan-based financial advice and referrals to appropriate solutions. The role emphasizes client experience, prospecting, and collaboration with Investment Services, Private Bank, Mortgage, and Business Banking.

Required are FINRA S6/S63/SIE licenses and Life/Health insurance licenses, with a focus on building trust and delivering tailored financial wellness strategies.

Qualifications

• High School Diploma/GED or equivalent (required); Bachelor's degree preferred.
• Experience in developing client relationships and meeting sales goals.
• Ability to work with internal and external centers of influence and guide clients.

Responsibilities

• Deliver financial wellness recommendations and refer appropriate products.
• Develop and maintain client relationships and a strong referrals pipeline.
• Support branch operations and client transactions as needed.
• Prospect for new clients and collaborate with partners to provide private client solutions.

Skills

Client relationship management

Sales & referrals

Communication skills

Time management

Interpersonal skills

Influence & collaboration

Digital literacy

Education

High School Diploma / GED or equivalent

Bachelor's Degree (preferred)

Equivalent experience

Tools

Microsoft Word

Microsoft Excel

Job description

KeyBank is seeking a Private Client Banker to manage relationships across individuals and small businesses, delivering plan-based financial advice and referrals to appropriate solutions. The role emphasizes client experience, prospecting, and collaboration with Investment Services, Private Bank, Mortgage, and Business Banking.

Required are FINRA S6/S63/SIE licenses and Life/Health insurance licenses, with a focus on building trust and delivering tailored financial wellness strategies.