Private Client Advisor: Wealth & Financial Wellness
Job in
Bethlehem Center, Albany County, New York, USA
Listed on 2026-07-16
Listing for:
KeyCorp
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Financial Services
Job Description & How to Apply Below
Key Corp in Glenmont, NY is seeking a Private Client Banker to serve clients with plan-based financial advice. You will gather client data, assess needs, and refer appropriate investment and insurance solutions across Retail, Private Bank, and Investment Services to help clients reach their financial goals.
The role emphasizes building trusted relationships, collaborating with branch teammates and specialists, and maintaining compliance with risk procedures.
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