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The Private Client Advisor develops and maintains investment solutions for clients, focusing on financial wellness and relationship growth, while working collaboratively with branch teams.

Support Private Client Advisor in delivering investment solutions and financial planning for mass-affluent clients. Work in-branch to provide client service, identify referral opportunities, assist with sales production and cross-selling, maintain partner relationships, and help grow revenue while obtaining required licenses.

Provide investment services and financial planning to mass affluent clients ($50k+ assets), grow relationships, cross-sell bank products, meet sales and referral goals, coordinate investment product delivery with branch teams, and coach branch personnel while complying with KeyBank policies.

Provide investment services and financial planning to mass-affluent clients ($50K+; $250K–$2M target), grow and expand relationships, cross-sell bank products, meet sales and referral goals, coordinate investment delivery with branch teams, mentor branch staff, and develop centers of influence.

Provide investment advice and financial planning to mass-affluent clients ($50k+), grow relationships and referrals, meet sales and referral goals, cross-sell bank products, mentor branch staff, coordinate investment product delivery, and maintain compliance with bank policies.

Provide investment services and holistic financial planning to mass affluent clients ($50k+; target $250k–$2M), grow relationships, achieve sales and referral goals, coordinate product delivery with branch staff, and maintain compliance with bank policies.

Provide investment advice and financial planning to mass-affluent clients, grow new and existing relationships, cross-sell bank products, meet sales and referral goals, coach branch staff, and coordinate investment product delivery while complying with KeyBank policies.

Act as trusted financial advisor to commercial clients, acquire and grow relationships, cross-sell banking products, lead credit underwriting and portfolio management, prospect and build referral networks, coordinate cross-functional teams, and manage risk and compliance.

Provide teller and client service transactions, identify financial wellness needs, make product recommendations, deepen client relationships through proactive outreach, and support branch performance while following compliance and cash-handling procedures.

Provide client service and transaction support while identifying financial wellness opportunities, educating clients on digital banking, recommending products, achieving sales goals, handling cash and compliance tasks, and partnering with branch teammates to drive client acquisition and deepen relationships.