Wealth Advisor: Private Client & Investment Planning

KeyBank; North Huntingdon Township (Westmoreland County); Hybrid; USD 90,000 - 140,000; Full time

Job summary

KeyBank is seeking a Private Client Advisor to serve Mass Affluent clients, delivering investment solutions and financial wellness guidance. The role emphasizes planning-based methodology and collaboration with Retail Branch Managers and centers of influence.

The Advisor will provide investment services, identify full relationship opportunities, and work with banking staff to maximize referrals and client outcomes.

Qualifications

• Experience in investment services or financial planning.
• Proven track record of sales performance and client growth.
• Strong client-centric approach and relationship building.

Responsibilities

• Grow new clients and expand relationships with Mass Affluent clients.
• Host holistic Financial Wellness conversations and develop comprehensive financial plans.
• Provide needs-based investment solutions and coordinate with branch staff.

Skills

Client knowledge

Sales results

Client-centric

Team collaboration

Office systems

Education

High School Diploma

Bachelor’s degree (preferred)

Job description

KeyBank is seeking a Private Client Advisor to serve Mass Affluent clients, delivering investment solutions and financial wellness guidance. The role emphasizes planning-based methodology and collaboration with Retail Branch Managers and centers of influence.

The Advisor will provide investment services, identify full relationship opportunities, and work with banking staff to maximize referrals and client outcomes.