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Financial Sales Banking & Finance Financial Advisor

Private Client Banker: Wealth Solutions Partner

Job in Lansdale, Montgomery County, Pennsylvania, 19446, USA
Listing for: KeyBank
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial institution is looking for a Private Client Banker to engage with clients and provide tailored financial solutions. Responsibilities include building strong client relationships, assessing financial needs, and achieving sales goals. Candidates should have a high school diploma or better, and preferably experience in insurance and investment products. This position requires strong interpersonal skills and knowledge of digital tools to assist clients effectively.
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