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

Private Client Advisor for High‑Net‑Worth Wealth

$25 - $38.46 per hour

KeyBank

KeyBank is seeking a Private Client Banker in Exton, Pennsylvania, to serve as a trusted advisor, aiding clients with financial wellness and investment needs. Ideal candidates will excel in building client relationships and achieving sales goals while ensuring compliance with the bank's policies. Responsibilities include providing tailored financial advice, managing client accounts, and collaborating with branch teammates. This role offers a competitive hourly wage between $25.00 and $38.46, plus incentive compensation. #J-18808-Ljbffr KeyBank

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Advisor for High‑Net‑Worth Wealth in Exton, PA vacancy
  •  ...Private Banker A great banking experience starts with a great...  ...will develop and manage the High Net Worth and Ultra High Net Worth relationships...  ...of Private Banking with clients who may be eligible...  ...of the bank such as Trust and Wealth Management Services, Risk Management... 
    Private client
    High net worth
    Bank staff
    Work at office
    Work visa
    Flexible hours

    Mid Penn Bancorp

    Malvern, PA
    1 day ago
  •  ...professionals for this role. Provides wealth planning consultations and support...  ...Vanguard's largest and most complex clients and financial advisors. As a Wealth Planning Consultant,...  ...(AWM) division advising our ultra-high net worth clients and their families through... 
    High net worth
    Work experience placement
    Work at office
    Remote work

    Vanguard

    Malvern, PA
    16 days ago
  •  ...leading financial services institution in Pennsylvania seeks an experienced Financial Advisor for the Merrill Advisor Development Program. Responsibilities include engaging high-net worth clients, developing recommendations aligned with financial goals, and collaborating with... 
    High net worth
    Traineeship
    Work at office

    Bank of America

    Exton, PA
    3 days ago
  • $25 - $38.46 per hour

     ...Private Client Banker Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities...  ...and Key. Education High School Diploma, GED, or...  ...strong relationships with high-net-worth clients, providing personalized... 
    Private client
    High net worth
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Exton, PA
    5 days ago
  • Corient is seeking Wealth Analysts to join its wealth management teams serving high‑net‑worth clients. You will assist with financial projections, investment analyses, and client service, while developing communication, technical, and relational skills. The role emphasizes... 
    High net worth

    Corient

    Wayne, PA
    2 days ago
  • $100k - $120k

     ...Tax Manager – High Net Worth / Private Clients Location: Hybrid (Greater King of Prussia, PA area) Compensation: $100,000 – $120,000 + bonus Overview A well-established financial services and advisory firm is seeking a Tax Manager to support a high-net-worth client base... 
    Private client
    High net worth
    Work at office
    Local area

    LHH

    King of Prussia, PA
    14 hours ago
  • Corient Services LLC, based in Wayne, Pennsylvania, is seeking a Wealth Analyst to join their wealth management team. This role involves advising high-net-worth clients in all areas of financial planning and requires excellent communication and collaboration skills. The... 
    High net worth

    Corient Services LLC

    Wayne, PA
    4 days ago
  • $100k

    Univest in King of Prussia is seeking an experienced Wealth Advisor to serve high-net-worth individuals and business owners. This role includes delivering...  ...have 7+ years of experience advising high net-worth clients and possess strong communication skills. A Bachelor's... 
    High net worth
    Local area

    Univest

    King of Prussia, PA
    3 days ago
  •  ...Overview Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices,...  ...united by a clear purpose: to help clients pursue their Preferred Life — with...  ...the goal of becoming the trusted advisor for our client families. Serve as... 
    High net worth
    Work at office
    Flexible hours

    PathStone

    Newtown Square, PA
    5 days ago
  •  ...empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a...  ...enabling them to preserve their wealth for future generations, and provide for...  ...management teams that advise high‑net‑worth clients in all areas of their financial lives... 
    High net worth
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient

    Wayne, PA
    2 days ago
  • Waldron Private Wealth is seeking a Wealth Planning Strategist in Wayne, Pennsylvania. The successful candidate will manage the financial planning process for clients with revenues between $2MM to $8MM, ensuring exceptional service and generating innovative investment... 

    Waldron Private Wealth

    Wayne, PA
    1 day ago
  •  ...Job Description Waldron Private Wealth (Waldron) is looking for a Wealth...  ...which encompasses analysis, client deliverables, technical...  ...responsibilities to play the Service Advisor role on more complex client...  ...of experience working with High Net Worth (HNW) ($1MM+ or $5MM+... 
    High net worth
    Work at office

    Waldron Private Wealth

    Wayne, PA
    29 days ago
  •  ...Description Job Description Waldron Private Wealth (Waldron) is looking for a Wealth...  ...Planning Services for Ultra-High-Net Worth/Multifamily Office type clients (Net Worth/Liquid Assets $500MM+...  ...strong relationships with Lead Advisors, and being a subject matter expert... 
    High net worth
    Work at office

    Waldron Private Wealth

    Wayne, PA
    29 days ago
  •  ...Job Description This job is responsible for providing client service support to multiple Financial Advisors (FAs). Key responsibilities include supporting...  ...first mindset. Required Qualifications Enthusiastic, highly motivated self‑starter with a strong work ethic and... 
    Private client
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    Wayne, PA
    4 days ago
  •  ...Focus Partners Wealth seeks a motivated and qualified individual...  ...industry professionals and other high-net-worth and ultra-high-net-worth...  ...laws as required. Analyze client information and offer recommendations...  ...with tax managers, advisors, and their clients in a timely... 
    High net worth
    Full time
    Work at office
    Local area

    Focus Partners Wealth

    West Chester, PA
    4 days ago
  •  ...professionals for this role. Supports Vanguard's private markets product lineup by engaging with clients and prospects on our offer, aiding the development...  ...and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support... 
    Private client
    Ongoing contract
    Work experience placement
    Local area

    Vanguard

    Malvern, PA
    13 days ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive...  ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue...  .... FA Teams: Wayne Private Wealth Management and The...  ...Qualifications: Is an enthusiastic, highly motivated self-starter... 
    Private client
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Wayne, PA
    2 days ago
  •  .... Fairman Financial is a boutique firm providing a full range of independent, objective wealth management, strategic planning, accounting and tax advisory services to high-net-worth individuals and families.We are currently seeking exceptional tax talent to join our rapidly... 
    High net worth
    Full time
    Local area

    Fairman Financial

    Wayne, PA
    14 hours 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... 
    Private client
    Currently hiring
    Work at office
    Immediate start

    Traffic Planning and Design

    West Chester, PA
    5 days ago
  •  ...and estate law firm serving high-net-worth individuals and families. We...  ...professional autonomy, direct client engagement, and the opportunity...  ..., accountants, financial advisors, and court personnel to ensure...  ...planning, trust administration, and wealth preservation. Collegial,... 
    High net worth

    Gadsden Schneider & Woodward LLP

    Wayne, PA
    3 days ago
  •  ...Philanthropic Consultant I provides high-quality customer service to donors, professional advisors, and prospects through phone...  ...resolution time and enhancing client satisfaction. # Monitor donor...  ...customer service to high-net-worth individuals and professional advisors... 
    High net worth
    Flexible hours

    Vanguard Charitable

    Malvern, PA
    2 days ago
  •  ...Registered Investment Advisor (RIA), headquartered in...  ...planning and wealth management services....  ...consistent experience for our clients and team. Passion. We...  ...Specializing in serving ultra‑high‑net‑worth families with $25M+ in...  ...of public and private markets including investment... 
    High net worth
    Full time
    Contract work
    Work at office

    Sequoia Financial Group

    Devon, PA
    1 day ago
  • $70k - $90k

     ...Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long‑term support across... 
    High net worth
    Internship
    Work at office
    Flexible hours

    PathStone

    Newtown Square, PA
    13 hours ago
  • $55k - $75k

     ...for a Tax Associate to serve our clients’ tax and family office service needs...  ...Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices,...  ...partnerships, trusts, individuals, and private foundations Conduct tax research... 
    High net worth
    Work at office
    Flexible hours

    Pathstone

    Newtown Square, PA
    2 days ago
  •  ...company assets Other duties as assigned* Your Skills and Experience: High school diploma or equivalent is preferred Previous customer...  ...Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well‑being. In addition to medical, pharmacy, dental... 
    Contract work
    Part time
    Local area

    Dollar Tree Stores

    Exton, PA
    14 hours ago
  •  ...company that is redefining the future of wealth management by helping advisors meet the moment with its...  ...supporting Advisor Sales, RIA, and High Net Worth Consulting partners as part of the...  ...responsible for translating complex client needs into high‑quality, timely proposals... 
    High net worth
    Work at office

    Envestnet

    Berwyn, PA
    4 days ago
  •  ...Job Description Merrill Wealth Management is a leading provider of comprehensive...  ...and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the...  ...be responsible for working with high-net worth individuals identifying needs, developing... 
    High net worth
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

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

     ...effective engineering services to state and local governments and private-sector clients across New York State and Pennsylvania. Our project...  ...support team efficiency The minimum requirements we seek ~ High school diploma or equivalent required; associate or bachelor... 
    Private client
    Full time
    Work experience placement
    Work at office
    Local area

    Prudent Engineering

    King of Prussia, PA
    4 days ago
  •  ...Company is seeking a Fund Accounting Manager in Oaks, PA. The role entails overseeing accounting operations for hedge and private equity funds, managing client relationships, and ensuring compliance with GAAP standards. Qualified candidates will have a BA/BS degree, a minimum... 
    Private client
    Work at office
    Work from home

    021 SEI Investments Company

    Oaks, PA
    2 days ago
  •  ...focusing on new RIA, Broker-Dealer and Private Bank client acquisition and relationship management...  ...are meeting the needs of firms and their advisors for investing in retail alternatives....  ...referrals and client introductions. Sustain a high volume of inbound and outbound... 
    Private client
    Remote work
    Flexible hours

    SEI

    Oaks, PA
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Advisor for High‑Net‑Worth Wealth. Be the first to apply!