465 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

Private Client Advisor

Newcastle, WA

Full time

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their …

Added Nov 3, 2026

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KeyCorp

Private Client Advisor

Covington, Washington, United States

Full time

Pay posted by employer$55,000–$77,000 per year

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their …

Added Nov 3, 2026

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KeyCorp

Private Client Advisor

Harleysville, PA

Full time

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their …

Added Nov 3, 2026

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KeyCorp

Assoc. Private Client Advisor

Dresher, PA

Full time

The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning …

Added Nov 3, 2026

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Marsh & McLennan

Private Client Services Advisor

Fargo - 38th Street +1 location

Company: Marsh McLennan Agency Description: Private Client Services Advisor – Sales Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture …

Added Oct 27, 2026

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Bank of America

… relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client …

Added Oct 27, 2026

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Marsh & McLennan

Senior Private Client Advisor

Las Vegas - W. Lake Mead

Company: Marsh McLennan Agency Description: Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a …

Added Oct 27, 2026

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Marsh & McLennan

Senior Private Client Advisor

Minneapolis - South Seventh +7 locations

Pay posted by employer$66,000–$123,100

Company: Marsh McLennan Agency Description: Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a …

Added Oct 27, 2026

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Marsh & McLennan

Senior Private Client Advisor

Palm Beach Gardens - 4400 PGA

… world’s leading professional services firm, Marsh McLennan (NYSE: MRSH). A day in the life. As our Senior Private Client Advisor on the Private Client Services team, you’ll be diving deep into client exposures and loss experiences to …

Added Oct 27, 2026

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Marsh & McLennan

Senior Private Client Advisor

Charlotte - North Tryon

Pay posted by employer$66,000–$123,100

Added Oct 27, 2026

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Marsh & McLennan

Senior Private Client Advisor

New York - 350 Madison

Pay posted by employer$89,500–$166,900

Added Oct 27, 2026

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Marsh & McLennan

Senior Private Client Advisor

Atlanta - Glenridge

Added Oct 27, 2026

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Marsh & McLennan

Private Client Advisor (Remote)

Sacramento - River +7 locations

Pay posted by employer$52,600–$98,000

… meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Private Client Advisor at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, …

Added Oct 27, 2026

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Bank of America

Private Client Advisor II

Miami, Florida, United States +1 location

… and make an impact. Join us! Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. …

Added Oct 27, 2026

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Bank of America

Private Client Advisor II

Bloomfield Hills

Added Oct 27, 2026

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Bank of America

Private Client Advisor II

Forest Hills

… make a difference. Join us! Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. …

Added Oct 27, 2026

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Bank of America

Private Client Advisor II

Palm Beach +2 locations 3 postings

Added Oct 27, 2026

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Bank of America

Private Client Advisor II

Dallas +2 locations 3 postings

Added Oct 27, 2026

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Bank of America

Private Client Advisor II

Seattle, Washington, United States

Pay posted by employer$100,000–$275,000

Added Oct 27, 2026

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Bank of America

Private Client Advisor II

Greenwich

Pay posted by employer$100,000–$275,000

Added Oct 27, 2026

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KeyCorp

Private Client Advisor

Newcastle, WA

Full time

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About this opportunity

Original employer description

Location:

6917 Coal Creek Parkway SE - Newcastle, Washington 98059

Job Summary
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.

Responsibilities

Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.
Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB’s of the Consumer Bank, where appropriate.
Be an active member of the Branch team. Engage licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
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 Qualifications

High School Diploma (required) or
Bachelor's Degree (preferred)

Licenses and Certifications

FINRA Security Industry Essentials (SIE) Upon Hire (required)
FINRA License S7 Upon Hire (required)
FINRA License S66 or S63 and 65 Upon Hire (required)
Certified Financial Planner (CFP) (preferred)
Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)

Tactical Skills

Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space.
Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
Strong client centric focus.
Proven ability to work as a collaborative team member.
Ability to use standard office equipment, proprietary financial services systems.
In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment.

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.

Travel

Occasional travel to include overnight stay.

Driving Requirements

May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

COMPENSATION AND BENEFITS

This position is eligible to earn commission and deferred incentive compensation.

This position is eligible to earn a base salary rate of $77,969.00 annually. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

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

Job Posting Expiration Date: 11/28/2026

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].

Why this result? · Employer labels

Exact title match

Consumer Bank
Consumer Bank - Wealth - KIS Field
Full time

Location reference: GeoNames (CC BY 4.0), normalized by Referizz.