Private Client Advisor
KeyBankPennsylvania, United States
Posted February 26, 2026
Full Time
About the Company
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture.
Job Description
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology. They will lead with these concepts and provide investment solutions to new and existing clients, identifying full relationship opportunities.
Requirements
- Grow new clients and expand existing relationships with clients more than $50,000 in investable assets
- Host holistic Financial Wellness conversations and complete comprehensive financial plans
- Utilize a consultative sales process and assessment tools where appropriate
- Attain sales production and referral goals to the Bank
- Develop a strong Center of Influence strategy
Benefits
- Commission and deferred incentive compensation
- Flexible work options
- Eligible for benefits
- Equal Opportunity Employer