Private Client Banker: Financial Advisor
Job in
Pottstown, Montgomery County, Pennsylvania, 19464, USA
Listed on 2026-07-19
Listing for:
KeyBank
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Key Bank is seeking a Private Client Banker to manage full client relationships with a plan-based advisory approach. You will identify financial wellness opportunities and refer appropriate investment and insurance products to clients with up to $2M in investable assets.
The role emphasizes building referrals, expanding client relationships, and partnering with Retail, Private Bank, Mortgage and Business Banking teams to deliver tailored financial solutions and excellent service.
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