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Private Client Advisor: Wealth Planning & Solutions
Job in
South Burlington, Chittenden County, Vermont, 05403, USA
Listed on 2026-09-09
Listing for:
KeyBank
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Private Banking, Banking & Finance
Job Description & How to Apply Below
Key Bank South Burlington is seeking a Private Client Banker to manage the full client relationship with a plan-based approach to financial advice. This role focuses on clients with up to $2M in investable assets and involves identifying solutions and coordinating referrals across Retail, Private Bank, Mortgage, and Business Banking.
The PCB collaborates with branch teammates and partners to deepen relationships, maintain compliance, and support branch operations, including occasional Saturday
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