Private Client Wealth Advisor

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

Job summary

KeyBank in Lakewood, Colorado is seeking a Private Client Banker to serve high-net-worth clients with up to $2M in investable assets. You will develop client plans, deliver financial wellness advice, and refer appropriate investment, insurance, mortgage, and business banking solutions.

The role emphasizes relationship management, collaboration with Retail, Key Investment Services, Private Bank, Mortgage, and Business Banking teams, and a commitment to compliant, ethical service.

Qualifications

• Experience developing client relationships and achieving sales goals.
• Ability to assess client financial needs and document data.
• FINRA licenses and insurance licenses are required.

Responsibilities

• Provide financial wellness recommendations and refer products.
• Open personal and business accounts and assist with deposits and lending.
• Build referral network with internal and external partners across lines of business.
• Maintain compliance and documentation of client interactions.
• Support branch operations and assist with teller tasks as needed.

Skills

Client relationships

Sales & referrals

Prospecting

Financial wellness advice

Time management

Integrity

Education

High School Diploma, GED, or equivalent experience (required)

Bachelor's Degree (preferred)

Equivalent experience required

Tools

MS Windows & Office

Digital banking platforms

Job description

KeyBank in Lakewood, Colorado is seeking a Private Client Banker to serve high-net-worth clients with up to $2M in investable assets. You will develop client plans, deliver financial wellness advice, and refer appropriate investment, insurance, mortgage, and business banking solutions.

The role emphasizes relationship management, collaboration with Retail, Key Investment Services, Private Bank, Mortgage, and Business Banking teams, and a commitment to compliant, ethical service.