Private Client Wealth Advisor

KeyCorp; Hamden (CT); On-site; USD 71,635,000 - 110,208,000; Full time

Job summary

KeyCorp's Private Client Banker delivers plan-based financial advice to clients up to $2M in investable assets within the Key Private Client Program. You will assess client needs, document data, and connect clients with appropriate investment, insurance, mortgage, or business banking solutions.

The role emphasizes building a trusted advisory relationship in a branch setting and meeting growth targets. Successful candidates will hold FINRA licenses and possess strong communication, service, and

Qualifications

• High School Diploma, GED, or equivalent required; Bachelor's preferred.
• Experience in developing customer relationships and achieving sales goals.
• Interpersonal skills to build rapport quickly and influence partners.

Responsibilities

• Builds a client referral pipeline through internal and external centers of influence.
• Delivers financial wellness recommendations and refers investment/insurance products.
• Opening personal and business accounts and coordinating with branch teammates.
• Complies with risk, security and audit procedures; documents client interactions.
• Supports branch operations and participates in morning huddles when needed.

Skills

Relationship management

Financial planning

Sales development

Client service

Communication skills

Knowledge of investments

Financial wellness guidance

Education

High School Diploma, GED, or equivalent

Bachelor's Degree (preferred)

Tools

MS Windows

Word/Excel/Outlook

Job description

KeyCorp's Private Client Banker delivers plan-based financial advice to clients up to $2M in investable assets within the Key Private Client Program. You will assess client needs, document data, and connect clients with appropriate investment, insurance, mortgage, or business banking solutions.

The role emphasizes building a trusted advisory relationship in a branch setting and meeting growth targets. Successful candidates will hold FINRA licenses and possess strong communication, service, and