... management skills to foster strong advisor-client relationships. * Ability to gain market insight and spot trends to provide sound financial strategies. Core Competencies * All KeyBank employees are ...

89 Keybank Wealth Management Advisor Jobs Hiring Near You
... management skills to foster strong advisor-client relationships. * Ability to gain market insight and spot trends to provide sound financial strategies. Core Competencies * All KeyBank employees are ...
Private Client Banker
Hilliard, OH · On-site
$25 - $38.46/hr
... problem solver, trusted advisor, and partner to the people and businesses in our KeyBank ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Private Client Banker
Hilliard, OH · On-site
$25 - $38.46/hr
... problem solver, trusted advisor, and partner to the people and businesses in our KeyBank ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Private Client Banker
Hilliard, OH · On-site
... problem solver, trusted advisor, and partner to the people and businesses in our KeyBank ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Private Client Banker
Hilliard, OH · On-site
... problem solver, trusted advisor, and partner to the people and businesses in our KeyBank ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Private Client Banker
Dayton, OH · On-site
$25 - $38.46/hr
... problem solver, trusted advisor, and partner to the people and businesses in our KeyBank ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Private Client Banker
Dayton, OH · On-site
$25 - $38.46/hr
... problem solver, trusted advisor, and partner to the people and businesses in our KeyBank ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Financial Wellness Associate
Columbus, OH · On-site
... management skills to foster strong advisor-client relationships. * Ability to gain market insight and spot trends to provide sound financial strategies. Core Competencies * All KeyBank employees are ...
Financial Wellness Associate
Columbus, OH · On-site
... management skills to foster strong advisor-client relationships. * Ability to gain market insight and spot trends to provide sound financial strategies. Core Competencies * All KeyBank employees are ...
Financial Wellness Associate
Columbus, OH · On-site
$19.23 - $28.37/hr
... management skills to foster strong advisor-client relationships. * Ability to gain market insight and spot trends to provide sound financial strategies. Core Competencies * All KeyBank employees are ...
Financial Wellness Associate
Columbus, OH · On-site
$19.23 - $28.37/hr
... management skills to foster strong advisor-client relationships. * Ability to gain market insight and spot trends to provide sound financial strategies. Core Competencies * All KeyBank employees are ...
Director OR Managing Director, Public Finance, Affordable Housing
Columbus, OH · On-site
$109K - $142K/yr
Acts as primary banker and advisor for major clients * Adds new dimension to the client ... Complies with all KeyBank policies and procedures, including without limitation, acting ...
Director OR Managing Director, Public Finance, Affordable Housing
Columbus, OH · On-site
$109K - $142K/yr
Acts as primary banker and advisor for major clients * Adds new dimension to the client ... Complies with all KeyBank policies and procedures, including without limitation, acting ...
Director OR Managing Director, Public Finance, Affordable Housing
Columbus, OH · On-site
$109K - $142K/yr
Acts as primary banker and advisor for major clients * Adds new dimension to the client ... Complies with all KeyBank policies and procedures, including without limitation, acting ...
Director OR Managing Director, Public Finance, Affordable Housing
Columbus, OH · On-site
$109K - $142K/yr
Acts as primary banker and advisor for major clients * Adds new dimension to the client ... Complies with all KeyBank policies and procedures, including without limitation, acting ...
Head of Consumer Marketing
Columbus, OH · On-site
Lead strategic marketing programs supporting Business Banking, Wealth Management, and Consumer Real ... keybank.com. #LI-Hybrid
Head of Consumer Marketing
Columbus, OH · On-site
Lead strategic marketing programs supporting Business Banking, Wealth Management, and Consumer Real ... keybank.com. #LI-Hybrid
Wealth Management Advisor
Radnor, PA · Remote
Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a financial practice? If you've built a strong book of business and are looking for a better home for ...
Quick apply
Wealth Management Advisor
Radnor, PA · Remote
Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a financial practice? If you've built a strong book of business and are looking for a better home for ...
Wealth Management Advisor
$80K - $270K/yr
Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a financial practice? If you've built a strong book of business and are looking for a better home for ...
Wealth Management Advisor
$80K - $270K/yr
Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a financial practice? If you've built a strong book of business and are looking for a better home for ...
Wealth Management Advisor
Radnor, PA · On-site
$80K - $270K/yr
Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a financial practice? If you've built a strong book of business and are looking for a better home for ...
Wealth Management Advisor
Radnor, PA · On-site
$80K - $270K/yr
Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a financial practice? If you've built a strong book of business and are looking for a better home for ...
Wealth Management Advisor
East Hills, NY · Remote
$100K - $200K/yr
As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial ...
Quick apply
Wealth Management Advisor
East Hills, NY · Remote
$100K - $200K/yr
As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial ...
... Advisor, Planner, and team member on your pod. * Engage in Key Corp Enterprise learning labs and ... in wealth management, financial planning, finance, accounting, business, and/or economics ...
... Advisor, Planner, and team member on your pod. * Engage in Key Corp Enterprise learning labs and ... in wealth management, financial planning, finance, accounting, business, and/or economics ...
As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial ...
Quick apply
As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial ...
... Advisor, Planner, and team member on your pod. * Engage in Key Corp Enterprise learning labs and ... in wealth management, financial planning, finance, accounting, business, and/or economics ...
... Advisor, Planner, and team member on your pod. * Engage in Key Corp Enterprise learning labs and ... in wealth management, financial planning, finance, accounting, business, and/or economics ...
... Advisor, Planner, and team member on your pod. * Engage in Key Corp Enterprise learning labs and ... in wealth management, financial planning, finance, accounting, business, and/or economics ...
... Advisor, Planner, and team member on your pod. * Engage in Key Corp Enterprise learning labs and ... in wealth management, financial planning, finance, accounting, business, and/or economics ...
... Advisor, Planner, and team member on your pod. * Engage in Key Corp Enterprise learning labs and ... in wealth management, financial planning, finance, accounting, business, and/or economics ...
... Advisor, Planner, and team member on your pod. * Engage in Key Corp Enterprise learning labs and ... in wealth management, financial planning, finance, accounting, business, and/or economics ...
Wealth Management Advisor
Chicago, IL · On-site
$50K - $100K/yr
Join one of the Midwest's most respected financial firms, West Point Financial Group, as a Wealth Management Advisor. We help clients protect, grow, and transition wealth through personalized ...
Wealth Management Advisor
Chicago, IL · On-site
$50K - $100K/yr
Join one of the Midwest's most respected financial firms, West Point Financial Group, as a Wealth Management Advisor. We help clients protect, grow, and transition wealth through personalized ...
... behind the scenes of the advisor platform - building the workflows, tools, and coaching ... wealth management, finance, accounting, business, and/or economics (preferred) Work Experience
... behind the scenes of the advisor platform - building the workflows, tools, and coaching ... wealth management, finance, accounting, business, and/or economics (preferred) Work Experience
KeyBank Jobs Information
Do workers at KeyBank get paid breaks?
49% of people say they don’t get paid breaks.
Based on data from 35 people who took the Breakroom Quiz between July 2025 and July 2026.
Does KeyBank pay people when they’re sick?
85% of people say they would get paid if they were sick but scheduled to work.
Based on data from 39 people who took the Breakroom Quiz between July 2025 and July 2026.
At KeyBank, are sick days and vacation days separate paid time off?
90% of people say they have to use vacation days when they’re out sick.
Based on data from 39 people who took the Breakroom Quiz between July 2025 and July 2026.
Is the health insurance from KeyBank affordable enough for their workers?
91% of people say the health insurance costs are okay
Based on data from 34 people who took the Breakroom Quiz between July 2025 and July 2026.
Do people get paid time off at KeyBank?
98% of people say they get paid time off.
Based on data from 44 people who took the Breakroom Quiz between July 2025 and July 2026.
How far ahead of time do people find out their work schedule?
- 21% of people with changing schedules find out their shifts one week or less ahead of time.
- 14% of people with changing schedules find out their shifts two weeks ahead of time.
- 17% of people with changing schedules find out their shifts three weeks ahead of time.
- 48% of people with changing schedules find out their shifts four weeks or more ahead of time.
Based on data from 29 people who took the Breakroom Quiz between November 2024 and July 2026.
Do workers at KeyBank worry about hours?
91% of people report they don’t worry about getting enough hours.
Based on data from 54 people who took the Breakroom Quiz between November 2024 and July 2026.
Do KeyBank workers get to choose the shifts they work?
35% report that they don’t have enough control over which shifts they work.
Based on data from 46 people who took the Breakroom Quiz between November 2024 and July 2026.
How easy is it for KeyBank workers to change shifts?
67% of people report that it’s easy to change shifts if they need to.
Based on data from 33 people who took the Breakroom Quiz between November 2024 and February 2026.
How easy is it to get time off at KeyBank?
85% of people report it’s easy to get time off.
Based on data from 40 people who took the Breakroom Quiz between July 2025 and July 2026.
Do KeyBank managers change schedules at the last minute?
91% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 33 people who took the Breakroom Quiz between February 2025 and February 2026.
Do jobs at KeyBank spill into time workers aren’t paid for?
3% of people report that their job takes up time that they don’t get paid for.
Based on data from 35 people who took the Breakroom Quiz between February 2025 and February 2026.
How easy is it to take sick days at KeyBank?
90% of people report that it’s easy to take time off if they are sick.
Based on data from 40 people who took the Breakroom Quiz between July 2025 and July 2026.
Is a KeyBank job good for students?
67% of students report this is a good place to work if you’re studying.
Based on data from 6 people who took the Breakroom Quiz between December 2024 and April 2026.
Is working at KeyBank good if you’re a parent or caregiver?
84% of people who care for a child or other relative report this is a good place to work.
Based on data from 32 people who took the Breakroom Quiz between November 2024 and July 2026.
Do people at KeyBank feel treated with respect by their managers?
89% of people say they’re treated with respect by their managers.
Based on data from 36 people who took the Breakroom Quiz between July 2025 and July 2026.
Do people at KeyBank get to take their breaks without interruption?
82% of people report that they get to take their breaks without interruption.
Based on data from 38 people who took the Breakroom Quiz between July 2025 and July 2026.
Is it stressful to work at KeyBank?
73% of people say they often feel stressed at work.
Based on data from 40 people who took the Breakroom Quiz between July 2025 and July 2026.
Do people at KeyBank enjoy their jobs?
75% of people report they enjoy their job.
Based on data from 36 people who took the Breakroom Quiz between August 2025 and July 2026.
Do people at KeyBank recommend working with their team?
36% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 44 people who took the Breakroom Quiz between July 2025 and July 2026.
Do people get enough training when they start at KeyBank?
72% of people report they got enough training when they started working here.
Based on data from 39 people who took the Breakroom Quiz between July 2025 and July 2026.
Do people get support to advance at KeyBank?
In the last year, 71% of people report being given support to advance their career here.
Based on data from 38 people who took the Breakroom Quiz between July 2025 and July 2026.
Do people think KeyBank’s headquarters understands what’s happening where they work?
70% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 37 people who took the Breakroom Quiz between August 2025 and July 2026.
Do workers feel well informed about how KeyBank is doing?
79% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 38 people who took the Breakroom Quiz between August 2025 and July 2026.
What other companies are hiring for Wealth Management Advisor jobs?
What are the most popular jobs at Keybank?
What are the most popular categories at Keybank?

KeyBank rating
8.2
Based on 99 frontline employees who took The Breakroom Quiz
52nd of 174 rated banks
Job description
51 West Shrock Road - Westerville, Ohio 43081
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography-clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
- Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
- Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
- Acts as a resource to identify and resolve more complex client servicing issues.
- Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
- Consistently attains individual activity, behavior, and outcome goals and expectations.
- Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
- Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
- Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
- Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
- Work on Saturdays as directed by management.
- 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
- High School Diploma GED, or equivalent business experience (required)
Work Experience
- Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)
- Experienced in cash handling. (required)
- General understanding of PC with Windows based applications and calculator. (required)
- Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)
Licenses and Certifications
- Notary License within 180 Days (preferred)
Skills
- Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
- Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).
- Strong work ethic and high level of integrity.
- Excellent time management skills.
- Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.
- Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.
- Educating clients on financial concepts, products, and services to empower them to make informed decisions.
- Developing trust and rapport with clients through consistent, personalized interactions and effective communication.
- Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
- Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.
- Ability to gain market insight and spot trends to provide sound financial strategies.
Core Competencies
- All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
- Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
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.
Work Location Category
- Office-Based
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. 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 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.
Job Posting Expiration Date: 11/21/2026KeyCorp 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 HR_Compliance@keybank.com.
About KeyBank
Sourced by ZipRecruiter
Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Cleveland, OH, US
Year founded
1849