Private Client Wealth Advisor

KeyBank; Greenwood Village (CO); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank is seeking a Private Client Banker (PCB) to manage and grow client relationships with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, gathering client data and offering suitable products and services.

The role emphasizes building trusted relationships and collaborating with Retail, Private Bank, Mortgage, and Business Banking teams.

Qualifications

• Requires strong client relationship development and ability to refer appropriate solutions.

Responsibilities

• Deliver financial wellness recommendations based on client conversations.
• Refer investment and insurance products through internal channels.
• Open and manage client accounts (consumer checking, deposits, etc.).
• Develop partnerships with branch teammates and partners to deepen relationships.
• Ensure compliance with policies and documentation of client interactions.

Skills

Client relationship management

Sales and referrals

Financial wellness advice

Digital platforms education

Time management

Interpersonal communication

Networking

Probing questions

Education

High School Diploma or GED (required) / Bachelor's preferred

FINRA License S6

FINRA License S63

FINRA SIE

Life, Accident, and Health Insurance Licenses

Tools

MS Office

Digital banking tools

Job description

KeyBank is seeking a Private Client Banker (PCB) to manage and grow client relationships with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, gathering client data and offering suitable products and services.

The role emphasizes building trusted relationships and collaborating with Retail, Private Bank, Mortgage, and Business Banking teams.