Private Client Advisor: Holistic Wealth Solutions
Job in
Hilliard, Franklin County, Ohio, 43026, USA
Listed on 2026-08-22
Listing for:
KeyBank
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Key Bank is seeking a Private Client Banker to be a trusted advisor for individuals and small businesses. You will manage the full client relationship with a plan-based approach, delivering financial advice and referring suitable solutions across private banking, investment services, mortgages, and business banking.
The role emphasizes building deep client relationships, meeting sales/referral goals, and collaborating with internal specialists.
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