Private Client Advisor - Wealth Planning & Guidance

KeyCorp

KeyCorp in Glenville, NY is looking for a Private Client Banker to serve its clients' financial needs. This role involves offering tailored financial solutions to clients with up to $2 million in investable assets, forming strong client relationships, and managing a pipeline of referrals. The ideal candidate will have a high school diploma or GED, experience in sales, and licenses including FINRA S6, S63, and Life & Health Insurance upon hire. The position offers a competitive hourly rate, incentive compensation, and a commitment to client success. #J-18808-Ljbffr

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Vacancy posted 3 days ago

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