Private Client Wealth Advisor

KeyCorp; Uniontown (Fayette County); On-site; USD 71,635,000 - 110,208,000; Full time

Benefits offered by this job

Benefits eligibility

Incentive compensation

Job summary

KeyCorp is seeking a Private Client Banker to serve high‑potential clients with plan‑based financial advice and comprehensive service across accounts and products. You will collaborate with Key Investment Services, Private Bank, Mortgage and Business Banking to tailor solutions for client needs.

The role emphasizes relationship growth, compliance, and a strong client experience culture within KeyBank communities.

Qualifications

• Experience in developing client relationships and meeting sales goals.
• Knowledge of private client products and services.
• Ability to collaborate with Investment Services, Mortgage and Business Banking teams.

Responsibilities

• Engage clients with plan-based financial advice and refer appropriate products.
• Build and manage a referral pipeline and internal/external centers of influence.
• Open and service client accounts and ensure regulatory compliance.

Skills

Client advisory

Sales referral

Financial wellness

Communication

Education

Bachelor's degree (preferred)

FINRA Licenses (S6, S63, SIE)

Tools

MS Office

Digital platforms (Key)

Job description

KeyCorp is seeking a Private Client Banker to serve high‑potential clients with plan‑based financial advice and comprehensive service across accounts and products. You will collaborate with Key Investment Services, Private Bank, Mortgage and Business Banking to tailor solutions for client needs.

The role emphasizes relationship growth, compliance, and a strong client experience culture within KeyBank communities.