Private Client Advisor

KeyCorp; Medford (OR); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Commission eligibility

Deferred incentive compensation

Benefits package

Job summary

KeyBank in Medford, OR seeks a Private Client Advisor to grow and manage Mass Affluent relationships, delivering investment solutions and wealth planning guidance. You will partner with branch staff and Centers of Influence to uncover full household opportunities and drive relationship growth.

You will lead holistic Financial Wellness conversations, develop plans, and refer appropriate banking products to maximize client outcomes and company performance.

Qualifications

• 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 and cross-functional collaboration.

Responsibilities

• Grow new clients and expand relationships with investable assets >$50k.
• Target $250k–$2M investable assets and develop comprehensive financial plans.
• Provide investment solutions and cross-sell banking products through branch teams.
• Coordinate investment product delivery and mentor branch personnel to maximize referrals.

Skills

Client focus

Sales results

Team collaboration

Office software

Education

High School Diploma

Bachelor's Degree

Tools

Financial systems

Job description

Location

1217 Crater Lake Avenue - Medford, Oregon 97504

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. This position is eligible to earn a base salary rate of $55,000.00 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

Equal Opportunity Employer

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 [e-mail]. KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.