Private Client Banker — Wealth Advisory & Client Growth
KeyBank
KeyBank is seeking a Private Client Banker in Saratoga Springs to build strong client relationships and deliver tailored financial solutions. The role involves assessing client needs and providing strategic financial advice to enhance their financial wellness. The ideal candidate will have a strong sales background, excellent interpersonal skills, and the ability to achieve referral goals. This position offers a competitive salary and comprehensive benefits. #J-18808-Ljbffr KeyBank
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Client Banker — Wealth Advisory & Client Growth in Saratoga Springs, NY vacancy
- Rockefeller Capital Management is seeking a Wealth Planning Analyst to join the Global Family Office Wealth Planning Center. The role involves collecting data, entering client information into planning software, and preparing materials for client meetings to craft comprehensive...SuggestedWork at office
$75k - $80k
...a leading independent financial advisory services firm. Originally founded... ...The Firm oversees $224 billion in client assets as of June 30, 2026. Position The Wealth Planning Analyst is a member of the... ...develop strategies to increase growth and mitigate risk. Ability to identify...SuggestedWork at officeLocal area$90k - $120k
Position Summary A Wealth Planner will provide comprehensive wealth... ...consistent with our clients’ goals and values. This colleague... ...Primary Responsibilities Assist advisory team with onboarding of new clients... ...gains, we seek long‑term growth. We have the same approach to...SuggestedContract workTemporary workLocal areaFlexible hours- ...Description: Merrill Wealth Management is a leading... ...and Wealth Management Client Associates help clients... ...relationship with their advisory team committed to their... ...to promote portfolio growth. The Merrill Advisor... ..."). Bank of America Private Bank is a division of Bank...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Saratoga Springs, NY19 hours ago $100k - $120k
...deliver exceptional service to our clients. Health, dental, and vision... ...U.S. Ultimately, outstanding wealth management is about people... ...independent financial advisory firms. We serve high-net-worth... ...term gains, we seek long-term growth. We have the same approach to...SuggestedTemporary workLocal areaFlexible hoursShift work- Prudential Advisors in the Saratoga market area seeks an Experienced Financial Advisor to serve an existing client base, helping families achieve long-term financial goals using an open-architecture investment platform through LPL Enterprise. This role offers access to...
$120k - $150k
...Business Development Associate or Officer to join our Growth organization. This role is responsible for cultivating new client relationships and supporting the firm's growth... ...and risk management planning, within the wealth management industry.Primary ResponsibilitiesEngage...Local areaCerity Partners
Saratoga Springs, NY2 days ago$41.6k - $72.8k
...2018 as a leading independent financial advisory services firm. Originally founded in 1882... ...London. The Firm oversees $224 billion in client assets as of June 30, 2026.PositionRockefeller... ...seeking a motivated individual to join a Private Advisor team as a Senior Administrative...Part timeWork experience placementWork at officeLocal areaRockefeller Financial
Saratoga Springs, NY1 day ago$80k - $100k
...delivering a sophisticated yet accessible client experience that ensures our clients feel... ...Embracing complexity as an opportunity for growth and refinement, prioritizing human... ...meet deadlines. Ideally, exposure to the wealth management industry. Location This position...Work at officeLocal areatrivium point
Wilton, NY2 days ago$108k - $184k
...meaningful partnership so our clients can feel more confident.We believe... ...) businesses, consisting of Wealth Management and Retirement... ...Alternatives is a strategic area of growth for T. Rowe Price and a... ...the distribution of the firm's private markets/alternative investment...Local areaRemote workWork from homeFlexible hours1 day per week- Equitable Advisors is dedicated to helping clients achieve meaningful financial wellness.... ...Advisors offers a structured path to becoming a wealth manager through licensing and employment.... ...with management ambition Professional Growth: encouragement to pursue professional...Work experience placementWork at officeLocal areaFlexible hours
- A financial services firm in New York is seeking individuals passionate about helping clients achieve financial wellness. This role focuses on client engagement, developing personalized financial strategies, and offers extensive training for regulatory licensing. Candidates...Traineeship
- Beacon Hill is seeking a Senior Accountant to support the growth of a private equity-backed power management platform based in New York City. The role requires extensive experience using Netsuite and a strong understanding of corporate accounting processes. You will contribute...
$25 per hour
...Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote... .... You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking... ...your potential and maximize your career growth Background Check Any offer of employment...Hourly payLocal areaFlexible hoursAfternoon shiftCitizens
Saratoga Springs, NY19 hours ago$80k - $90k
...delivering a sophisticated yet accessible client experience that ensures our clients feel... ...Embracing complexity as an opportunity for growth and refinement, prioritizing human... ...environment Opportunity to work closely with wealth management, tax, and accounting professionals...Work at office- Rockefeller Global Family Office is seeking a Senior Administrative Assistant to support a private advisor team and interact with high-net-worth clients daily. The role requires 3-5 years of relevant experience and a BA/BA degree, with strong communication, organization...
- ...Global Alternatives and US Intermediary client bases across multiple territories. The role... ...retaining financial advisors, driving growth and relationships with RIAs, B/Ds, and other... ...with Investment Specialists, help expand private markets products, and use data to...
- ...progress. We believe that our clients have the power to change the... ...backed by BPEA EQT, the Asian private equity arm of EQT, a purpose-... ...accelerating our strategic growth journey and strengthening our... ...Transaction Services / Deals Advisory) with corporate finance or M&...Work at officeWorldwideFlexible hours
- Kokosing ( is one of America's 50 largest General Contractors and services a broad spectrum of clients in both the private and public business sectors. Kokosing's services include heavy civil/industrial construction such as highways, bridges, underground utilities, water...Private clientFor contractorsFor subcontractorNight shift
- ...market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow... ..., brokerage CDs, structured notes, alternative investments, private equity and private REITs, option strategies, annuities, etc.)....Worldwide
- ...solutions, delivering comprehensive nuclear, environmental and technical services to federal agencies, commercial enterprises and private clients across the United States. Our expertise supports organizations such as the Department of Energy, the National Nuclear Security...Private clientContract workTemporary workLocal area
Navarro Inc.
West Milton, NY1 day ago - ...Relationship Banker Invest in your future at BSNB! We are seeking a Relationship Banker to provide excellent service to customers and... ...in your professional development is an important aspect in your growth and satisfaction. About Ballston Spa National Bank...Local area
- ...ownership of exceptional art and luxury objects through auctions, private sales and retail. Our deep expertise across 70 selling... ...New York City. THE ROLE Stationed in the Maison in Central the Client Experience Representative should have a passionate approach with...Work experience placementWork at officeLocal areaFlexible hoursWeekend workAfternoon shift
- Prime Group Holdings, LLC, a vertically-integrated private equity real estate firm, is hiring a Call Center Director at its headquarters in Saratoga Springs, NY. The role leads a geographically dispersed contact center that supports customer service and sales across the...
$150k - $225k
...Director, Northbound Executive Search Our client is looking for a Director of Sales and... ...to optimize staffing, productivity, and growth Collaborate cross-functionally to align... ...Industries: Real Estate and Venture Capital and Private Equity Principals Location: Saratoga...Full time- ...level inside sales professional to develop as a Junior Mortgage Banker in the Saratoga Springs, NY area! We seek enthusiastic... ...leads in our CRM Provide fantastic customer service to bankers, clients, and referral sources Consistently exceed borrower expectations...Full timeRemote work
The Federal Savings Bank
Saratoga Springs, NY4 days ago - Milton Hershey School, a cost-free private residential school for pre-K through 12th grade, is seeking dedicated House Parents to join... ...environment that supports students’ academic, social, and emotional growth. You’ll model positive behavior, help with homework and...Live in
Milton Hershey School
Saratoga Springs, NY29 days ago - ...compensation investigations, surveillance, and claims support for clients across multiple industries. About the Role: Work from your... ...enforcement What We're Looking For: Experience in private investigations, preferably with workers' comp cases Skilled...Part timeWork from homeHome office
Alliance Risk Group
Saratoga Springs, NY3 days ago - ...About the job Private Basketball Coach Join Balr Basketball: Where Passion for Basketball Meets Expert Training Balr is rapidly... ...you'll travel to local parks, basketball courts, or directly to clients' homes in your area. Work within your community and neighboring...Local areaFlexible hours
Balr Basketball
Saratoga Springs, NY2 days ago - ...solutions, delivering comprehensive nuclear, environmental and technical services to federal agencies, commercial enterprises and private clients across the United States. Our expertise supports organizations such as the Department of Energy, the National Nuclear Security...Private clientContract workTemporary workFor subcontractorLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Banker — Wealth Advisory & Client Growth. Be the first to apply!
