Private Client Advisor for Wealth & Planning
Job in
Pottstown, Montgomery County, Pennsylvania, 19465, USA
Listed on 2026-08-24
Listing for:
KeyCorp
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
Key Corp in Pottstown, PA is seeking a Private Client Banker to build trusted client relationships and deliver plan-based financial advice. You will gather client data, assess needs, and present investment and insurance solutions to meet goals across retail, private bank, and investment services.
Role requires FINRA licenses, strong sales and relationship skills, and comfort with high-net-worth clientele. Branch support, schedule flexibility including some Saturdays, and compliance discipline are
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