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Private Client Advisor: Financial Wellness & Growth
Job in
Angola, Steuben County, Indiana, 46703, USA
Listed on 2026-08-04
Listing for:
KeyCorp
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Key Bank is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver and refer investment and insurance products to high-net-worth clients, developing deep partnerships with branch teams and other specialists.
Responsibilities include opening accounts, meeting sales goals, coaching clients on financial wellness, and ensuring compliance with bank policies while supporting branch operations.
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