104 matching jobs for “Private Client Advisor”How results work Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.
Pay posted by employer $116,000–$216,000 per year
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized …
Added Nov 3, 2026
Pay posted by employer $116,000–$216,000 per year
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized …
Added Nov 3, 2026
Pay posted by employer $116,000–$216,000 per year
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized …
Added Nov 3, 2026
Pay posted by employer $116,000–$216,000 per year
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized …
Added Nov 3, 2026
Pay posted by employer $112,000–$210,000 per year
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized …
Added Nov 3, 2026
Pay posted by employer $112,000–$210,000 per year
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized …
Added Nov 3, 2026
Pay posted by employer $116,000–$216,000 per year
… advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with the relationship team to ensure that …
Added Nov 3, 2026
Pay posted by employer $116,000–$216,000 per year
… advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with the relationship team to ensure that …
Added Nov 3, 2026
Pay posted by employer $48,000–$72,000 per year
The Merchant Sales Advisor serves as an integral member of the Key Merchant Services sales teams in assigned districts and/or segments …
Added Nov 3, 2026
Pay posted by employer $48,000–$72,000 per year
The Merchant Sales Advisor serves as an integral member of the Key Merchant Services sales teams in assigned districts and/or segments …
Added Nov 3, 2026
Pay posted by employer $48,000–$72,000 per year
The Merchant Sales Advisor serves as an integral member of the Key Merchant Services sales teams in assigned districts and/or segments …
Added Nov 3, 2026
Pay posted by employer $128,000–$268,000 per year
The Key Family Wealth Investment Consultant serves as the senior investment advisor to the Family Wealth National Strategy Team (FWNST), providing sophisticated investment advice to …
Added Nov 3, 2026
Pay posted by employer $128,000–$268,000 per year
… Utah JOB BRIEF (PURPOSE) The Senior Director of Family Wealth Consulting (the Director) serves as a lead advisor on the (BAS) Team. The Senior Director is responsible for introducing Family Wealth (FW) prospects to our …
Added Nov 3, 2026
Pay posted by employer $116,000–$216,000 per year
The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, investors and developers. …
Added Nov 3, 2026
… Financial Planner (CFP) certification is preferred for candidates pursuing a career as a Financial Advisor . Skills Analytical Skills: Ability to analyze financial data and client information to support planning and …
Added Nov 3, 2026
… Financial Planner (CFP) certification is preferred for candidates pursuing a career as a Financial Advisor . Skills Analytical Skills: Ability to analyze financial data and client information to support planning and …
Added Nov 3, 2026
… Financial Planner (CFP) certification is preferred for candidates pursuing a career as a Financial Advisor . Skills Analytical Skills: Ability to analyze financial data and client information to support planning and …
Added Nov 3, 2026
… Financial Planner (CFP) certification is preferred for candidates pursuing a career as a Financial Advisor . Skills Analytical Skills: Ability to analyze financial data and client information to support planning and …
Added Nov 3, 2026
… Financial Planner (CFP) certification is preferred for candidates pursuing a career as a Financial Advisor . Skills Analytical Skills: Ability to analyze financial data and client information to support planning and …
Added Nov 3, 2026
… Financial Planner (CFP) certification is preferred for candidates pursuing a career as a Financial Advisor . Skills Analytical Skills: Ability to analyze financial data and client information to support planning and …
Added Nov 3, 2026
Pay posted by employer $116,000–$216,000 per year
Skills · employer excerpt Ability to build trust by taking a proactive client centric approach Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise Demonstrated expert knowledge of financial products and banking regulations Demonstrated strong client advisory skills Demonstrated experience with and broad understanding of personal and commercial financial statements 3 more in the full description below.
About this opportunity Original employer description Location:
202 S Michigan Boulevard, South Bend Indiana
Job Summary Essential Functions
Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship. Develops a comprehensive understanding of the client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client’s goals in a financial plan. Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources. Actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key. Education
Bachelor's Degree in business related field or equivalent work experience (preferred) Master's Degree in business related field (preferred) OR equivalent experience (required) Work Experience
7 years of demonstrated sales and business development experience with proven results (required) Licenses and Certifications
FINRA License S7 () and FINRA License S66 (preferred) or FINRA License S63 () and FINRA License S65 (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Licensed Attorney/JD (varies by state) (preferred) Certified Wealth Strategist (CWS) (preferred) Skills
Ability to build trust by taking a proactive client centric approach Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise Demonstrated expert knowledge of financial products and banking regulations Demonstrated strong client advisory skills Demonstrated experience with and broad understanding of personal and commercial financial statements Proven experience with and comprehensive understanding of consumer or commercial lending Excellent verbal and written communication skills Proficient in personal computer applications to drive results Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct. Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel
Occasional travel to include overnight stay. Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
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Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 08/28/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [email protected] .
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Why this result? · Employer labels Keywords also found in description
Consumer Bank Consumer Bank - Wealth - KPB Field - Rel Mgmt Full time
