Private Client Wealth Advisor

KeyBank; Town of East Greenbush (NY); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyBank is seeking a Private Client Banker in East Greenbush, NY to deepen client relationships and deliver plan-based financial advice for clients with up to $2M in investable assets. You will assess client needs, document data, and refer suitable products across Retail, Private Bank, Mortgage and Business Banking, while partnering with branch teams to grow the client base and ensure compliance.

The role requires FINRA licenses (S6, S63, SIE) and Life/Health licenses, plus a strong commitment

Qualifications

• FINRA licenses S6, S63 and SIE and Life/Health licenses are required.
• Experience building client relationships and achieving sales goals.
• Ability to work with high-net-worth clients and collaborate with partners.

Responsibilities

• Builds a client referral pipeline through internal and external centers of influence.
• Delivers customized financial wellness recommendations to clients.
• Opens personal and business accounts and supports branch operations.
• Partners with branch teammates and line of business partners to grow relationships.

Skills

Client relationship management

Sales proficiency

Communication skills

Digital literacy

Education

High School Diploma or GED

Bachelor's Degree preferred

Tools

MS Office

CRM software

Job description

KeyBank is seeking a Private Client Banker in East Greenbush, NY to deepen client relationships and deliver plan-based financial advice for clients with up to $2M in investable assets. You will assess client needs, document data, and refer suitable products across Retail, Private Bank, Mortgage and Business Banking, while partnering with branch teams to grow the client base and ensure compliance.

The role requires FINRA licenses (S6, S63, SIE) and Life/Health licenses, plus a strong commitment