Entry Level Private Client Advisor Jobs
New grad private client advisor jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship record or demonstrated client-facing skills can matter more than a long resume. Most openings are on-site roles across Banking & Financial Services, Fintech, and Investment & Asset Management, with employers like JPMorganChase, KeyBank, and Marsh McLennan Agency hiring at this level now.
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Showing 5 of 405+ Entry Level Private Client Advisor jobs
Location:
2105 Queen Anne Avenue North, Seattle Washington
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.
Essential Functions
- 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 and participant of the Branch team. Engage in person 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(es), including the in person 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
- High School Diploma or equivalent experience (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)
- 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. ()
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.
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.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: 08/29/2026 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 HR_Compliance@keybank.com.
#LI-Hybrid
Location:
2105 Queen Anne Avenue North, Seattle Washington
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.
Essential Functions
- 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 and participant of the Branch team. Engage in person 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(es), including the in person 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
- High School Diploma or equivalent experience (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)
- 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. ()
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.
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.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: 08/29/2026 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 HR_Compliance@keybank.com.
#LI-Hybrid
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Find JobsEntry Level Private Client Advisor Job Market
Who's Hiring
- JPMorganChase386
- KeyBank9
- Marsh McLennan Agency8
- Truist1
- Gallagher1
Top Industries Hiring
- Banking & Financial Services394
- Fintech384
- Investment & Asset Management384
- Insurance6
- Consulting & Professional Services6
Entry Level Private Client Advisor Jobs: Frequently Asked Questions
How do I get an entry level private client advisor job?
Employers at this level look for candidates with a bachelor's degree in finance, business, or a related field, along with any internship or client-service experience you can point to. Relevant licenses such as Series 7 or Series 66 give you a real edge, and some firms will sponsor you through licensing after hiring. Highlighting communication skills and a genuine interest in wealth management or financial planning strengthens your application.
Which companies hire entry level private client advisors?
Companies hiring entry level private client advisors right now include JPMorganChase, KeyBank, and Marsh McLennan Agency, based on current listings on Migrate Mate as of July 2026. You will find openings at a mix of large national banks, regional wealth management firms, and independent financial advisory practices that regularly bring on junior candidates and support them through licensing.
Are there remote entry level private client advisor jobs?
Yes, though most roles at this level are on-site or hybrid given the client-relationship focus of the work. About 3% of entry level private client advisor openings are remote or hybrid as of July 2026, so filtering by work setting when you search can help you find options that match your situation.
Are these new grad private client advisor jobs?
Yes, these listings include new grad, recent graduate, and junior private client advisor roles. A new grad friendly posting typically welcomes candidates with zero to two years of experience, accepts internship work or a capstone project in place of full-time history, and does not require existing licenses as a condition of applying. Look for language like "training provided" or "will support licensing" as clear signals.
Which industries hire the most entry level private client advisors?
Entry Level private client advisor roles concentrate in Banking & Financial Services, Fintech, and Investment & Asset Management, based on current listings on Migrate Mate as of July 2026. These sectors drive hiring at this level because they manage high volumes of individual client relationships and need junior advisors to support relationship managers, assist with portfolio administration, and develop their own client books over time.