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Licensed Private Client Bankers and Advisors

We value relationship building over transactions.

The Key Private Client Program provides consultation and financial advice to clients early in their wealth-building journey (up to $2M in investable assets). Mass affluent clients seek advice and want to be actively involved in managing their finances. Key is providing clients with a more holistic financial solution by collaborating across business lines. We offer cash management, lending, mortgage, investment, and small business solutions and use best-in-class financial tools to guide client financial plans and help them understand the full scope of our capabilities. With more than 1,000 bank branches, 5,000 retail employees, three million existing clients, and the full backing of the bank’s centers of excellence – we build strong referral networks and large books of business.

The Private Client Program is driven by two critical roles – Licensed Private Bankers and Private Client Advisors. Licensed Private Bankers work to identify investment opportunities with new and existing clients and refer them to the Private Client Advisor. The Private Client Advisor maintains a close working relationship with branch and business line teams to craft a plan incorporating the client’s full relationship opportunities with the bank. This partnership-based delivery model eliminates internal competition and is backed by a competitive and uncapped commission structure. The most common career path is Licensed Private Banker > Private Client Advisor, but these sales-focused roles come with a wide variety of professional growth paths within Key’s banking and investment services ecosystem.

All members of this team are FINRA Series 7 and 66 (or 63 & 65) and state Life & Health Insurance licensed. However, if you have a passion for investments and helping others but are still early in your licensing journey, we welcome you to apply. Key allows new employees to finish their licensing on the job, and we also financially support them in completing and maintaining their licenses.

Related Backgrounds

  • Banking
  • Brokerage Firms
  • Life Insurance

Core Competencies

  • Passion for client service; and experience supporting a mass affluent client base
  • Demonstrated ability to sell and effectively develop a book of business
  • Effective development and management of internal partnerships
  • Strong investment services acumen
  • FINRA Series 7 and 66 (or 63 & 65); state Life & Health Insurance License – completed or in progress

How Key Private Client is a different career experience.

Key Private Client represents the pinnacle of one-stop financial services. We take a comprehensive approach with regard to banking, savings, lending, investments, financial planning, all of it. It's housed under a single roof, empowering our advisor to do the best work for clients. You're part of a reimagined vision of financial services. Key Private Client is a differentiated financial experience that puts the growth of our clients' wealth long-term first.

It's growing the book in three concrete ways. First, deepening opportunities with our existing book of business. Second, using our strong referral patterns within our existing channel partnerships. And third, it's a national brand that new clients recognize right away.

We are focused on growth. We want you to come to Key and to stay at Key. We're dedicated to incenting our teams to do the right thing for our clients. This is a very refreshing approach for everyone.

 

Building a new paradigm to do right by our clients.

Doing right by our clients under the Key Private Client umbrella goes beyond just providing what's expected. That's table stakes in this industry. What we're doing is building a new paradigm. It's a paradigm built on the bedrock of empowering advisors and providing them the tools they need to be successful.

Well, the retail branch network is focused on building relationships with clients. Getting to know them, getting to know their families, getting to know their financial goals. The team will identify the client as a being a Key Private Client opportunity, and then we'll work with advisors to set up the next steps.

 

New roles in private banking to grow your career.

I'd advise potential team members that if you're ready for an opportunity, join us. Key Private Client represents a growth opportunity for your career, your compensation, your connection and relationship to clients, empowering you to deliver a next level client experience. If you're prepared for these next steps in your career, then I invite you to join us.

Our Key Private Client Advisors are the client-facing investment expert in the group and the linchpin for our service offering. Our Private Client Advisors will provide proactive, actionable investment advice to our clients and recommend appropriate products that fit their long-term client goals. They're also backed by the intellectual horsepower of our KeyBank Investment Center Team and our Wealth Institute, which is a dedicated team of financial planners, researchers, analysts and market experts, all of whom drive performance for our clients.

Well, Private Client Bankers are trusted partners in their client's journey. They help them uncover their goals and seamlessly guide them through their team with Key. They have the confidence and the ability to do what is right for their clients.

We have Key Private Client banker and advisor opportunities across our 1,000+ full-service branches.