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Private Client Advisor Wealth & Financial Wellness

Job in Hebron, Tolland County, Connecticut, 06248, USA
Listing for: KeyBank
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR
Job Description & How to Apply Below
Position: Private Client Advisor for Wealth & Financial Wellness

Key Bank is seeking a Private Client Banker in Hebron, CT to manage overall client relationships using a plan-based approach to financial advice. The PCB will deliver and refer appropriate financial solutions for clients up to $2M in investable assets.

You will gather client data, assess needs, and coordinate with Retail, Private Bank, and Investment Services teams to meet objectives. Role emphasizes compliance, partnership with branch peers, and active client engagement, including mornings,

We are currently recruiting a Private Client Advisor for Wealth & Financial Wellness for our team in Hebron, CT, United States.

The Private Client Advisor for Wealth & Financial Wellness position in the Finance, Sales field is open for applications.

We have an opening for a Private Client Advisor for Wealth & Financial Wellness in Hebron, CT, United States within Finance, Sales.

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