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89 Keybank Wealth Management Advisor Jobs Hiring Near You

TSG Invest

Be Seen First

Wealth Management Advisor

Jersey City, NJ · On-site

$1.0K - $10K/wk (+ commission)

As a Wealth Management Advisor through CrestPoint Talent, you will join a dedicated team focused on building client relationships and managing tailored investment solutions on-site in Jersey City, NJ.

TSG Invest

Be Seen First

Wealth Management Advisor

Jersey City, NJ · On-site

$1.0K - $10K/wk (+ commission)

As a Wealth Management Advisor through CrestPoint Talent, you will join a dedicated team focused on building client relationships and managing tailored investment solutions on-site in Jersey City, NJ.

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

The primary focus of this position is providing retirement and financial planning for customers, with the expectation of supporting other Trust and Wealth Management Advisors with retirement and ...

SWMG

Wealth Management Advisor

Fort Worth, TX · On-site

$500K/yr

We are looking for an accomplished Wealth Management Advisor who has built an advisory practice and wants a platform that provides qualified leads, modern technology, planning resources, and ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

The primary focus of this position is providing retirement and financial planning for customers, with the expectation of supporting other Trust and Wealth Management Advisors with retirement and ...

Hills Bank

Wealth Management Advisor

Iowa City, IA

$100K/yr

The primary focus of this position is providing retirement and financial planning for customers, with the expectation of supporting other Trust and Wealth Management Advisors with retirement and ...

SWMG

Wealth Management Advisor

Fort Worth, TX · On-site

$200K - $300K/yr

We are looking for an accomplished Wealth Management Advisor who has built an advisory practice and wants a platform that provides qualified leads, modern technology, planning resources, and ...

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KeyBank Jobs Information

Do workers at KeyBank get paid breaks?

Sometimes. Only some people 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?

Yes. Most people get paid 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?

Sick days and vacation days are used from the same 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?

Most people say the health insurance costs are okay.
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?

Most people get paid time off work.
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?

Only some people find out their schedule four weeks ahead of time.
  • 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?

Most people don’t worry about getting enough 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?

Some people don’t get to choose which 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?

Most people find it easy 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?

Most people find it easy to get time off.
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?

Most managers don’t change people’s 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?

Rarely. The job doesn't usually spill into unpaid time.
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?

Most people find it easy to take sick days.
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?

Most students say this is a good place to work if you’re studying.
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?

Most parents and caregivers say this is a good place to work.
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?

Most people 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?

Most people get 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?

Most people feel stressed here.
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?

Most people enjoy their job.
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?

Only some people 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?

Most people got enough training when they started.
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?

Most people are given support to advance their career here.
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?

Most people think headquarters doesn’t understand 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?

Most people feel well informed about how the company 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?

Infographic showing various Wealth Management Advisor job openings at Keybank in the United States as of August 2026, with employment types broken down into 2% Internship, 95% Full Time, and 3% Part Time. Highlights an 84% Physical, 11% Hybrid, and 5% Remote job distribution.

Wealth Management Advisor

TSG Invest

Jersey City, NJ • On-site

$1.0K - $10K/wk (+ commission)

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

As a Wealth Management Advisor through CrestPoint Talent, you will join a dedicated team focused on building client relationships and managing tailored investment solutions on-site in Jersey City, NJ. This role emphasizes developing a robust book of individual clients through trusted advisory relationships, leveraging proprietary and industry tools to deliver comprehensive wealth management strategies. Reporting to the Branch Manager, you will collaborate with a small team to meet production and asset growth goals while maintaining the highest ethical and compliance standards.

Responsibilities

  • Prospect, onboard, and grow a book of individual client relationships
  • Conduct portfolio reviews and assess clients’ risk tolerance and investment needs
  • Develop and recommend tailored financial plans and investment strategies
  • Maintain ongoing client communication to support goal achievement and satisfaction
  • Stay informed on market trends, regulatory updates, and firm product offerings
  • Collaborate with internal teams to provide comprehensive service and support
  • Meet production targets and drive asset growth in alignment with firm objectives

Required Qualifications

  • Strong client relationship management with the ability to build trust and explain complex financial concepts clearly
  • Proficiency in financial planning, portfolio construction, asset allocation, and risk assessment
  • Business development and sales capabilities including prospecting, networking, and referral generation
  • Active FINRA registrations (e.g., Series 7 and Series 63/65/66 or equivalent) with a clean compliance record
  • Analytical skills to evaluate markets, investments, and client portfolios with clear, data-driven recommendations

Preferred Qualifications

  • Experience working within small advisory teams (1-5 advisors)
  • Familiarity with proprietary and industry technology platforms for wealth management
  • Minimal travel requirements, able to focus on local client development