Private Client Wealth Advisor

KeyCorp

Town of Grand Island (NY)

On-site

USD 52,000 - 80,000

Full time

14 days+

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Job summary

KeyCorp is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. The PCB handles clients with up to $2M in investable assets, offering appropriate products and referring to specialists as needed.

You will gather client data, deliver tailored recommendations, and support branch and partner relationships to grow clients’ financial wellness. The role requires licenses (FINRA S6, S63, SIE and Life/Health/AN licenses), strong prospecting, and a

Qualifications

FINRA licenses S6, S63 and SIE are required.
Life, Accident and Health Insurance licenses required.
Experience developing client relationships and achieving sales/referral goals.

Responsibilities

Deliver financial solutions and refer to appropriate investment and insurance professionals.
Build a client referral pipeline through internal and external centers of influence.
Maintain in-depth knowledge of private client products and services and competitive offerings.
Open personal and business accounts and support branch operations.
Ensure compliance with policies and participate in team huddles and meetings.