Private Client Advisor: Wealth Planning & Client Growth
Job in
Wapping, Connecticut, USA
Listed on 2026-08-02
Listing for:
KeyCorp
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Key Corp’s Private Client Banker (PCB) helps clients in the Key Private Client Program with a plan-based approach to financial advice. You manage the entire client relationship, referring investment and insurance products, with up to $2M in investable assets, and you collaborate with Retail, Private Bank, Mortgage and Business Banking teams.
Based at our Connecticut branch, you will develop a referral pipeline, maintain client data, and ensure compliance while delivering exceptional service in
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×