Private Client Advisor | Wealth Planning & Banking

Rkminsurance; Portland (OR); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyCorp in Portland, Oregon seeks a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver and refer investment, insurance, and banking solutions to clients with up to $2M in investable assets, building trust and ongoing financial wellness.

Role requires strong prospecting, networking, and collaboration with internal partners; FINRA licenses are required. This on-site role includes weekend coverage and adherence to policy standards.

Qualifications

• Experience in developing current and new customer relationships and meeting sales goals.
• Comfortable interacting with small business clients and prospects.
• Ability to document client data and reference appropriate financial solutions.

Responsibilities

• Build a client referral pipeline and develop internal/external centers of influence.
• Provide and refer financial wellness recommendations and solutions.
• Open personal and business accounts and maintain compliance with policies.

Skills

Sales experience

Client relationship building

Financial wellness counseling

Prospecting & networking

Compliance awareness

Education

High School Diploma or equivalent (required)

Bachelor's Degree preferred

Tools

MS Windows

Office Suite

Job description

KeyCorp in Portland, Oregon seeks a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver and refer investment, insurance, and banking solutions to clients with up to $2M in investable assets, building trust and ongoing financial wellness.

Role requires strong prospecting, networking, and collaboration with internal partners; FINRA licenses are required. This on-site role includes weekend coverage and adherence to policy standards.