Private Client Wealth Advisor

KeyCorp; Lehighton (Carbon County); On-site; USD 71,635,000 - 110,336,000; Full time

Job summary

KeyBank is hiring a Private Client Banker in Lehighton, PA to manage full client relationships with a plan-based approach to financial advice. You will work with clients up to $2M in investable assets, guiding them through wealth planning and product referrals.

You will build a robust referral network, maintain documentation, and collaborate with investment, mortgage, and business banking teams to deliver tailored financial wellness solutions.

Qualifications

• Experience developing client relationships and meeting sales goals.
• Ability to generate referrals and network to grow client base.
• Comfort interacting with both individuals and small businesses.

Responsibilities

• Listen for financial wellness opportunities and offer tailored recommendations.
• Refer investment and insurance products to appropriate specialists.
• Open and service client accounts and maintain documentation.
• Develop partnerships with branch teammates and business lines to grow relationships.
• Ensure compliance with procedures and risk controls.

Skills

Client relationships

Sales goals

Prospecting

Communication

Education

High School Diploma / GED

Bachelor's degree preferred

Tools

MS Office

Digital platforms (online banking)

Job description

KeyBank is hiring a Private Client Banker in Lehighton, PA to manage full client relationships with a plan-based approach to financial advice. You will work with clients up to $2M in investable assets, guiding them through wealth planning and product referrals.

You will build a robust referral network, maintain documentation, and collaborate with investment, mortgage, and business banking teams to deliver tailored financial wellness solutions.