Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Wealth Advisor

Keybank, National Association

KeyBank is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver appropriate financial solutions to clients with up to $2M in investable assets and refer products to specialists as needed. Responsibilities include building a referral pipeline, opening accounts, and partnering with branch teammates to deepen relationships while ensuring compliance and a high level of service. #J-18808-Ljbffr KeyCorp

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Client Wealth Advisor in Exton, PA vacancy
  • $25 - $38.46 per hour

     ...Lancaster Avenue - Frazer, Pennsylvania 19355Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client... 
    Private client
    Hourly pay
    Day shift

    KeyCorp

    Exton, PA
    3 days ago
  •  ...lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina...  ...tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice... 
    Suggested
    Full time
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Malvern, PA
    6 hours ago
  • Waldron Private Wealth is seeking a Client Service Specialist to provide operational and administrative support to the Client Services Department and concierge-level service for high-net-worth clients. You will build client relationships, resolve issues, and assist with... 
    Private client

    Socket.dev

    Wayne, PA
    4 days ago
  • Girard, a Wealth Division of Univest, is hiring a Wealth Advisor Associate to support a growing team in Souderton. You will learn investment management, financial planning, and client relationship processes while preparing client-ready materials and working with compliance... 
    Suggested

    Univest

    King of Prussia, PA
    2 days ago
  •  ...of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only... 
    Private client
    Temporary work

    Citco Group

    Malvern, PA
    2 days ago
  •  ...Cloud: Microsoft Azure Networking, Azure Firewall, VPN Gateway, ExpressRoute, Private Link/Private Endpoint, Load Balancer.SASE: Zscaler Internet Access (ZIA), Zscaler Private Access (ZPA), Client Connector.SD-WAN: Fortinet SD-WAN.Troubleshooting: TCP/IP, DNS, DHCP, SSL/... 
    Private client
    3 days per week

    West Pharmaceutical Services

    Exton, PA
    1 day ago
  •  ...Exton, Bristol, Blue Bell, and other Mid-Atlantic locations, supporting complex dam safety and flood risk projects for public and private clients. The ideal candidate balances technical excellence, project delivery, client engagement, and team leadership while mentoring... 
    Private client

    WSP in the U.S.

    Exton, PA
    5 days ago
  •  ...for leading complex dam safety and flood risk projects. You will mentor staff, drive project strategy, and collaborate with multidisciplinary teams to deliver high‑quality solutions for state, federal, utility, and private‑sector clients. #J-18808-Ljbffr WSP in the U.S.
    Private client

    WSP in the U.S.

    Exton, PA
    3 days ago
  •  ...applicable software applications. Immediate projects will include H&H studies/designs for agency, county, municipal, institutional, and private clients in New Jersey and Pennsylvania. Job Requirements Bachelor's Degree in Civil Engineering (required) P.E. License in... 
    Private client
    Currently hiring
    Work at office
    Immediate start
    Remote work

    Traffic Planning & Design

    West Chester, PA
    1 day ago
  • Univest Financial Corp. seeks a Wealth Advisor in King of Prussia, PA to lead investment and financial planning services for high-net-worth clients. You will build lasting relationships, deliver tailored advice, and support business development through client meetings and... 

    Univest Financial Corp

    King of Prussia, PA
    6 days ago
  •  ...from a wider spectrum of angles than most, from land development to energy management. Our goal is to help communities and private sector clients alike navigate the ever-changing technological advancements available and learn how best to integrate "smart" solutions into... 
    Private client
    Work at office
    Local area

    Pennoni

    West Chester, PA
    16 hours ago
  •  ...We are an established Devon-based law firm advising public and privately held companies, high-net-worth individuals, and sophisticated organizations...  ...Why join us? Advise sophisticated businesses and private clients on consequential matters Collaborate with an accomplished,... 
    Private client
    Local area

    Jobot

    Devon, PA
    1 day ago
  • As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll be part of a team...  ...advising our ultra-high net worth clients and their families through their unique and...  ...planning analysis. You will be a trusted advisor, bringing education and world-class client... 
    Full time
    Work experience placement
    Work at office
    Remote work

    Vanguard

    Malvern, PA
    6 hours ago
  • Citadel Credit Union is seeking a Loan Closer to support our Consumer Lending team in Exton, PA. The role focuses on delivering Citadel Class Service across inbound, outbound, and online channels and driving a positive banking experience for members. The Loan Closer will...

    Citadel Credit Union

    Exton, PA
    6 days ago
  • $100k - $140k

     ...of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only... 
    Private client
    Temporary work
    Work at office
    Flexible hours

    Citco Group

    Malvern, PA
    19 hours ago
  •  ...dam safety, levee, hydraulic infrastructure, flood risk management, and resiliency projects for state, federal, utility, and private-sector clients. This role provides an opportunity to serve as both a technical leader and project manager while collaborating with... 
    Private client
    For subcontractor
    Work at office
    Local area

    WSP Group

    Exton, PA
    6 hours ago
  •  ...Investments is seeking a Financial Representative who will be the face of the branch, delivering trusted service and building long-term client relationships. You will handle front lobby transactions, assist clients with inquiries, and partner with colleagues to grow client... 

    Fidelity Investments

    Exton, PA
    2 days ago
  • Vanguard is a business that operates on trust - trust that we focus on the client, trust that assets are safe from fraud, and trust that we employ intelligent, ethical, and informed crew. That’s why we hire best-in-class financial minds to conduct thorough research and... 
    Full time

    Vanguard

    Malvern, PA
    2 days ago
  •  ...analysis. Monitors the financial inventory control process. Working with branch management prepares annual budgeting. Monitors client invoicing, AP, and AR for accuracy and completeness. Will prepare customer invoices or work directly with the Billing Team to... 
    Weekly pay
    Work at office
    Worldwide
    Flexible hours

    Communications Test Design Inc

    West Chester, PA
    1 day ago
  • $105k - $250k

    Description Citizens employs a group of experienced advisors that help individuals and families attain their...  ...and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a... 
    Temporary work
    Local area
    Flexible hours

    Citizens

    Newtown Square, PA
    3 days ago
  •  ...Engineering, Water/Wastewater, Site/Civil,Building Systems, Design-Build, Survey/Mapping, and Technology services topublic and private clients nationwide. Design, Analysis, Inspection &Evaluation are among the core expertise of the firm, earning us a nationalreputationforserving... 
    Private client
    Work at office
    Local area
    Flexible hours

    AI Engineers

    Exton, PA
    2 days ago
  •  ...and analysis. Overseeing the financial inventory control process. Product pricing and budgeting. Supervising and monitoring client invoicing, AP, and AR. Building databases and developing queries and calculations for financial reports. Analyzing and... 
    Contract work
    Work experience placement

    MDA Edge

    West Chester, PA
    2 days ago
  •  ...highly visible FP&A opportunity supporting Vanguard's Personal Wealth Controls & Enablement and Money Movement space, partnering with...  ...reporting, and strategic decision-making across risk, governance, client protection, and operational priorities.The role is ideal for a finance... 
    Full time
    Work experience placement

    Vanguard

    Malvern, PA
    3 days ago
  • $65k - $85k

     ...infrastructure with Passion and Kindness. We provide quality, cost-effective engineering services to state and local governments and private-sector clients across New York State and Pennsylvania. Our project portfolio features experience in bridge, highway, and structural design... 
    Private client
    Full time
    Work experience placement
    Work at office
    Local area

    Prudent Engineering

    King of Prussia, PA
    4 days ago
  • $116k - $197k

     ...Engineers in North America, is committed a people-first culture, client service, and creating opportunities where employees can thrive!...  ...and enjoy delivering solutions and projects to public and private water infrastructure clients that improve public health, safety... 
    Private client
    Flexible hours

    Kleinfelder

    Exton, PA
    4 days ago
  •  ...position.About VanguardAt Vanguard, we don't just have a mission—we're on a mission.To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a... 
    Full time
    Work experience placement

    Vanguard

    Malvern, PA
    2 days ago
  • Creative Planning is seeking a Financial Planner to work with clients daily to gather information, analyze data, develop and implement...  ...recommendations, and monitor client plans. The role collaborates with Wealth Managers to deliver comprehensive financial advice and updates... 

    Creative Planning

    Berwyn, PA
    3 days ago
  • $69k

     ...position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer Remote, work-from-home... 
    Remote work
    Work from home
    Flexible hours

    HMG Careers

    Eagle, PA
    1 day ago
  • $42k - $60k

     ...opportunities through networking, referrals, and outreach Build and maintain strong relationships with prospective and existing clients Educate clients on State Farm products including auto, home, life, and financial services Collaborate with the agency team to... 
    Base plus commission
    For contractors
    Work at office
    Local area
    Flexible hours

    Stephen Diorio - State Farm Agent

    Malvern, PA
    4 days ago
  •  ...industry-leading provider of general contracting, at-risk construction management and design-build services for public and private sector clients across the nation. Performing heavy civil and vertical construction, our teams build the unique structures and infrastructure... 
    Private client
    Contract work
    For contractors
    Work at office
    Local area

    SPINX Company

    Malvern, PA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Wealth Advisor. Be the first to apply!