527 matching jobs for “Private Client Advisor”

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Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.

KeyCorp

Merchant Sales Advisor

Buffalo, New York, United States

Full time

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

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KeyCorp

Merchant Sales Advisor

Portland, Oregon, United States

Full time

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

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KeyCorp

Merchant Sales Advisor

Layton, Utah, United States

Full time

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

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Huntington Bancshares

… with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires …

Added Nov 3, 2026

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Northern Trust

Service Delivery Lead–Private Markets & Investment Analytics

London, England, United Kingdom

Full time
Regular

… and operational expertise to help investors manage the full investment lifecycle across public and private markets. Serving foundations, endowments, pension funds, sovereign wealth funds, family offices, and asset …

Added Oct 16, 2026

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TIAA

Internal Advisor Consultant

Charlotte, North Carolina, United States

and Duties Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and …

Added Oct 29, 2026

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TIAA

Internal Advisor Consultant

San Francisco, CA - 560 Mission Street

and Duties Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and …

Added Oct 29, 2026

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Morgan Stanley

Registered Client Relationship Analyst

Pittsburgh, Pennsylvania, United States

POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Relationship Analyst

Pittsburgh, Pennsylvania, United States

POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Family Wealth Investment Consultant

Cleveland, Ohio, United States

Full time

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

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Morgan Stanley

Registered Client Relationship Analyst

Indianapolis, Indiana, United States

POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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M&T Bank

Wealth Advisor Team Leader

Fairfield, Connecticut, United States

Hybrid

Pay posted by employer$204,500–$340,900

Lead a team of Wealth Advisors to meet established objectives. Oversee Wealth Advisor pipelines, sales and activities, inclusive of client, prospect, COI (center of influence), pre and …

Added Nov 3, 2026

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PNC Financial Services Group

Investment Advisor Sr

Erie, Pennsylvania, United States

… respected, valued and have an opportunity to contribute to the company’s success. As an Senior Investment Advisor within PNC's Private Bank organization, you will be based in Erie, PA. As an Investment Advisor, you will …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Sarasota, Florida, United States

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Sarasota, Florida, United States

CLIENT SUPPORT: Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Atlanta, Georgia, United States

CLIENT SUPPORT: Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Atlanta, Georgia, United States

CLIENT SUPPORT: Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Scottsdale, Arizona, United States 2 postings

CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Houston, Texas, United States

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Dallas, Texas, United States

CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and …

Added Nov 3, 2026

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KeyCorp

Merchant Sales Advisor

Buffalo, New York, United States

Full time

Pay posted by employer$48,000–$72,000 per year

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Skills · employer excerpt

Strong financial acumen including the ability to read and understand financial statements.
Exceptional negotiating and closing skills.
Strong communication skills.
Managing and nurturing client relationships by overseeing their accounts, identifying opportunities for growth, and ensuring clients receive tailored solutions to meet their business needs.
Persuading and motivating clients and colleagues to adopt solutions or take actions that align with business goals, using effective communication and interpersonal skills.

About this opportunity

Original employer description

Location:

726 Exchange Street, Buffalo New York

Job Summary
The Merchant Sales Advisor serves as an integral member of the Key Merchant Services sales teams in assigned districts and/or segments within Consumer Business Banking. With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted advisor team for solutions in order to develop, manage, and retain profitable client relationships for clients with basic to moderately complex merchant needs. Provides recommendations and solutions to help ensure the team achieves their goals. Will resolve client issues and execute appropriate action to ensure client satisfaction. Partners with various functional groups and lines of business throughout the bank for growth opportunities.

Essential Functions

Acquire new merchant services relationships through prospecting external sources within the sales representative's assigned territory, as well as through referrals from client-focused teams including but not limited to Retail Banking, Business Banking, Private Banking, and Treasury.
Consult with prospective businesses in identifying the proper payment solution to meet the business needs; present and sell merchant payment processing including credit card, check processing, gift cards, ACH, and the corresponding hardware and software products with small and medium-sized businesses.
Identify merchants' other banking needs and work with available KeyBank resources to deliver solutions that meet those needs.
Prospect small and medium-sized businesses in the sales representative's assigned region to supplement bank referrals.
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 or equivalent experience (required)

Work Experience

A minimum of 1 year of payments related experience in a banking environment (required)
A minimum of 1 year of success in a client focused environment with aggressive growth and service goals (required)

Skills

Strong financial acumen including the ability to read and understand financial statements.
Exceptional negotiating and closing skills.
Strong communication skills.
Managing and nurturing client relationships by overseeing their accounts, identifying opportunities for growth, and ensuring clients receive tailored solutions to meet their business needs.
Persuading and motivating clients and colleagues to adopt solutions or take actions that align with business goals, using effective communication and interpersonal skills.

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

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.

Driving Requirements

Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $48,000.00 - $72,000.00 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.

Please click here for a list of benefits for which this position is eligible.

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: 11/30/2026

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 - Busn Bank - RCM & KMS
Full time

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