Private Client Advisor, Mass Affluent — Financial Wellness

KeyCorp; Portland (OR); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Commission & deferred incentive

Job summary

KeyBank is seeking a Private Client Advisor in Portland, OR to serve Mass Affluent clients with comprehensive financial planning and wellness-based guidance. You will deliver investment solutions and identify full relationship opportunities, partnering with branch teams to grow assets from $50k upwards to multi-million portfolios.

You will lead holistic conversations, build a referral network, and coordinate investment product delivery across branches while maintaining compliance with FINRA

Qualifications

• High School Diploma or equivalent (required)
• Bachelor's Degree (preferred)
• FINRA SIE (required)
• FINRA Series 7 (required)
• FINRA Series 66 or 63/65 (required)
• CFP (preferred)
• State Life/Variable/Health or Life & Disability licenses (required)

Responsibilities

• Grow new clients and expand relationships with Mass Affluent clients (investable assets > $50k; targets $250k–$2M).
• Conduct holistic Financial Wellness conversations and create comprehensive financial plans.
• Provide needs-based investment solutions and refer cross-selling opportunities to banking partners.
• Achieve sales production and referral goals through book of business and referrals.
• Coordinate investment product delivery across branches and mentor staff.
• Develop Center of Influence partnerships to drive referrals within the Consumer Bank.

Skills

Sales experience

Client-centric

Team collaboration

Investment knowledge

Relationship building

Education

Bachelor's degree (preferred)

FINRA SIE (required)

FINRA S7 (required)

FINRA 66/63 & 65 (required)

CFP (preferred)

Life/Health/Variable license (required)

Tools

Proprietary financial services systems

Job description

KeyBank is seeking a Private Client Advisor in Portland, OR to serve Mass Affluent clients with comprehensive financial planning and wellness-based guidance. You will deliver investment solutions and identify full relationship opportunities, partnering with branch teams to grow assets from $50k upwards to multi-million portfolios.

You will lead holistic conversations, build a referral network, and coordinate investment product delivery across branches while maintaining compliance with FINRA