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

Private Wealth Advisor for High-Asset Clients

Keybank, National Association

KeyCorp is searching for a Private Client Banker in Ingomar, Pennsylvania. The role involves delivering personalized financial solutions to clients, establishing strong customer relationships, and ensuring compliance with company policies. Ideal candidates will have a high school diploma or equivalent experience, with a preference for a bachelor's degree. Strong sales skills and the ability to engage with clients are essential, along with a commitment to the values of KeyCorp. #J-18808-Ljbffr KeyCorp

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Advisor for High-Asset Clients in Ingomar, PA vacancy
  • $25 - $38.46 per hour

     ...Private Client Banker Location: 270 Market Lane - Wexford, Pennsylvania...  ...Be a problem solver, trusted advisor, and partner to the people...  ...with up to $2M in investable assets. The PCB helps new and existing...  ...and Key. Education High School Diploma, GED, or... 
    Private
    Asset
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Wexford, PA
    1 day ago
  •  ...Service Advisor Location: Pittsburgh, PA...  ...love working with clients, building relationships...  ...with a growing wealth management firm...  ...financial planning, private banking, or financial...  ...credibility with high-net-worth clients...  ...and gathering assets. This firm recognizes... 
    Private
    Asset

    H Cap Connect LLC

    Pittsburgh, PA
    4 days ago
  •  ...delivering for our clients, teammates, communities...  ...the full array of Private Bank and the bank's...  ..., and overall wealth strategy, being responsive...  ...as their trusted advisor, providing...  ...facilities, banking, and asset management Encourages...  ...platform ~ A high touch, client-... 
    Private
    Asset
    Shift work
    Day shift

    Bank of America

    Pittsburgh, PA
    1 day ago
  • $65k - $82k

     ...advises on over $1 trillion in assets for some of the world's...  ...comprised of the research group and client solutions group. We are seeking...  ...research team Evaluate private markets investment opportunities...  ...and investment acumen High proficiency in Microsoft Office... 
    Private
    Asset
    Work at office
    Worldwide

    Wilshire Advisors LLC

    Pittsburgh, PA
    3 days ago
  • About The Role As a Client Specialist at Baird, you’ll play a pivotal...  ...to one or more Financial Advisors. You’ll be at the heart of the...  ...to the success of Baird’s Private Wealth Management business, where true...  ...accounts, transitioning new assets to Baird and establishing an... 
    Private
    Asset
    Work experience placement
    Work at office

    Baird

    Wexford, PA
    1 day ago
  •  ...Financial Advisor Summary: Welcome to a career opportunity...  ...the daily lives of clients and their families...  ...that incorporates all assets, goals, time horizon and...  ...Mortgage, Business Banking, Private Bank, etc.) to provide...  ...Qualifications: High School Diploma Minimum... 
    Private
    Asset
    Temporary work
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Pittsburgh, PA
    1 day ago
  •  ...Private Banker We are actively looking for...  ...experience to clients within J.P. Morgan...  ...and managing their wealth. You will use your...  ...results and acquire new assets, both from...  ...employer and place a high value on diversity...  ...provides individuals, advisors and institutions... 
    Private
    Asset
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase

    Pittsburgh, PA
    4 days ago
  • $225k - $330k

     ...to work on complex lending and private capital transactions while gaining substantial client contact and responsibility. Ideal...  ...syndicated credit facilities Asset-based lending transactions...  ...increased responsibility within a highly regarded finance practice.... 
    Private
    Asset
    Work at office

    Direct Counsel

    Pittsburgh, PA
    22 days ago
  •  ...Wealth Manager Opportunity In Private Banking Our client is one of the nation's oldest and largest financial institutions, with over $200+ billion in assets is seeking a Wealth Manager for their high-net-worth clients. The ideal candidate will provide comprehensive... 
    Private
    Asset

    Suncap Technology

    Pittsburgh, PA
    2 days ago
  •  ...additional opportunities Asset & Wealth Management (AWM)...  ...a diverse global client base—including mutual...  ...wealth firms, and ultra-high-net-worth individuals—...  ...Wealth Management includes Private Wealth Management,...  ...financial goals. Our advisor-led businesses provide... 
    Private
    Asset
    Apprenticeship
    Summer work
    Summer internship

    The Goldman Sachs Group, Inc.

    Pittsburgh, PA
    18 hours ago
  •  ...Private Banker We are actively looking for exceptionally talented...  ...provide a first-class experience to clients within J.P. Morgan's U.S....  ...preserving and managing their wealth. You will use your knowledge...  ...business results and acquire new assets, both from existing client... 
    Private
    Asset
    Temporary work
    Work experience placement
    Local area

    Chase

    Pittsburgh, PA
    4 days ago
  • $93k - $98k

     ...Private Client Services Tax Senior Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth...  ...needs Works with clients and their advisors to gather information needed to... 
    Private
    Private practice
    Work at office

    BDO USA

    Pittsburgh, PA
    1 day ago
  •  ...Resolutions. Qualifications High School diploma or equivalent...  ...company works directly with a client base made up of national...  ...purchase and refinance transactions, asset management companies with...  ...with institutional investors, private equity firms, and mortgage servicers... 
    Private
    Asset
    Full time
    Work at office

    JobTracks

    Pittsburgh, PA
    2 days ago
  •  ...Client Service Associate Financial Planning Are you a financial...  ...providing comprehensive wealth management services to high-net-worth clients and...  ...team, and will support the Advisors in: Daily...  ...investments across various asset classes. Relationship Management... 
    Asset

    Riverscape Search Agency

    Wexford, PA
    1 day ago
  • $124k - $155k

     ...Portfolio Manager, Private Asset Management The Portfolio Manager, Private Asset Management...  ...as a central point of contact for high net worth clients and is responsible for overseeing...  ...Qualifications: ~5+ years working directly with wealth management clients Preferred... 
    Private
    Asset
    Work experience placement
    Work at office

    TIAA

    Pittsburgh, PA
    2 days ago
  •  ...Investment Reporting Associate, Private Wealth COMPANY OVERVIEW The...  ...held, multi-family office, asset management, and strategic business...  ...focused on serving ultra-high-net-worth individuals,...  ...on more than $4.5 billion in client net worth. REPORTS TO... 
    Private
    Asset
    Work at office

    The Coury Firm

    Pittsburgh, PA
    2 days ago
  • $200k - $250k

     ...The Sales Director – US Wealth is a senior sales...  ...Investments sales and client management colleagues....  ...capabilities, including OCIO, private equity, alternatives, and...  ...to deliver tailored, high-quality solutions that...  ...the wealth management, asset management, or investment... 
    Private
    Asset
    Temporary work
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    WTW inc.

    Pittsburgh, PA
    3 days ago
  •  ...Risk team covering Funds and Asset Managers. This role is located...  ...diligence on existing and prospective clients which include, including Regulated Funds, Hedge Funds, and Private Equity Funds Analyzing...  ...job function BNY offers highly competitive compensation,... 
    Private
    Asset
    Flexible hours

    BNY

    Pittsburgh, PA
    1 day ago
  •  ...President, AML Investigator Digital Assets We're seeking a future team...  ...initial investigations on client digital asset wallets and/or...  ...Draft timely, accurate, and high-quality Suspicious Activity Reports...  ...and intelligence work in the private or public sector, is preferred... 
    Private
    Asset

    BNY

    Pittsburgh, PA
    4 days ago
  • $115k - $150k

     ...in the lives of our clients. Vicus Capital...  ...our firm. This is a high-impact leadership role...  ...voice in asset allocation, market...  ...Registered Investment Advisor with more than $3 billion...  ...OCIO platform, or wealth management organization...  ...funds, SMAs, Private Alts, etc.   You... 
    Private
    Asset
    Full time
    Temporary work
    Work at office
    Local area
    Relocation package

    Vicus Capital

    Pittsburgh, PA
    4 days ago
  • $150k - $180k

     ...years in business, a 99 percent client retention rate, a 100 percent...  ...Agentic Workflow Engine, and Private Model Hosting. About The Role...  ..., web copy, demand generation assets, and event positioning....  ...office hours, and travel for high-value deals when needed. Co... 
    Private
    Asset
    Full time
    Work at office
    Shift work

    Expedient

    Pittsburgh, PA
    2 days ago
  • $73.5k - $212.28k

     ...advice and guidance to clients on tax planning, compliance...  ...tax positions. In private tax at PwC, you will...  ...compliance services to high-net-worth individuals and...  ...Tax Preparation Advisors team you are expected to...  ..., handling proprietary assets, or collaborating closely... 
    Private
    Asset
    Full time
    H1b
    Work at office
    Remote work

    PwC

    Pittsburgh, PA
    1 day ago
  •  ...guidance to our ACA ComplianceAlpha clients, ensuring the highest level of satisfaction...  ...investors such as investment advisors, asset managers, private equity, and other financial institutions. The Customer Success team is highly focused on understanding the needs and... 
    Private
    Asset
    Summer work
    Work at office
    Local area
    Remote work
    Flexible hours
    2 days per week

    ACA Group

    Pittsburgh, PA
    1 day ago
  • $100k - $130k

     ...What Safe Haven requires in a candidate: High School diploma or equivalent Minimum...  ...that our employees are our greatest asset, and we strive to create a positive and inclusive...  .... Magazine's America's Fastest-Growing Private companies. Join our team and be part of... 
    Private
    Asset
    Weekly pay
    Work at office
    Local area

    Safe Haven Security

    Bradfordwoods, PA
    4 hours ago
  •  ...'s success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will...  ...and procedures. Possesses a high degree of knowledge...  ...together for the benefit of clients in family relationships....  ...concerns. Maintains and grows assets under management by working... 
    Private
    Asset
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Pittsburgh, PA
    3 days ago
  •  ...BILINGUAL Spanish/English Fund/Client Accountant Genesis10 is currently seeking a BILINGUAL Spanish/English Fund/Client Accountant...  ...include allocating expenses, preparing reports, and managing cash and asset reconciliations for assigned funds. Primary Responsibilities:... 
    Asset
    Hourly pay
    Permanent employment
    Contract work

    Genesis10

    Pittsburgh, PA
    1 day ago
  •  ...Executive role is a key ACA client-facing representative,...  ...with clients to support high retention rates. Develop...  ...(e.g. hedge fund and private equity managers, asset managers, wealth managers) preferred....  ...risk, and compliance (GRC) advisor in financial services. We... 
    Private
    Asset
    Contract work
    Summer work
    Flexible hours

    ACA Group

    Pittsburgh, PA
    7 days ago
  • $1,000 per month

     ...network to build your business and client base Develop and execute on...  ...Financial Representative or Advisor role upon graduation....  ...ambitions and curiosity for sales Highly involved on campus (leader,...  ...billion retail investment client assets held or managed by... 
    Asset
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Pittsburgh, PA
    5 days ago
  •  ...s success. As a Fiduciary Advisor Senior within PNC's Private Bank organization, you will...  ...accounts and sensitive high-profile relationships. Ensures...  ...to or for the benefit of clients in family relationships....  ...concerns. Maintains and grows assets under management by... 
    Private
    Asset
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Pittsburgh, PA
    3 days ago
  •  ...Financial Advisor We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners...  ...including proposal development, asset allocation modeling, etc....  ...trading and rebalancing of client portfolios. Meeting with... 
    Asset
    Temporary work
    Flexible hours

    Vitruvian Consulting Llc

    Pittsburgh, PA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Advisor for High-Asset Clients. Be the first to apply!