Private Client Advisor: Wealth Planning & Service
Job in
Branford, New Haven County, Connecticut, 06405, USA
Listed on 2026-08-03
Listing for:
KeyCorp
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Key Corp in Branford, CT seeks a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will refer investment/insurance products and coordinate with Retail, Private Bank, Mortgage and Business Banking teams to meet client needs.
Strong knowledge of financial wellness and a client-centric approach are essential. The role requires licenses upon hire and ongoing collaboration with branch teammates, with a focus on building trust and deepening client
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