Private Client Advisor: Wealth Solutions & Growth

KeyCorp; Portland, Northern (OR, KY); Hybrid; USD 34,000 - 52,000; Full time

Job summary

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

Strong collaboration with Retail, Private Bank, Mortgage, and Business Banking is essential. The role emphasizes prospecting, in-person client meetings, and adherence to compliance policies while expanding the

Qualifications

• FINRA licenses required: S6, S63, SIE.
• Life, Accident and Health Insurance licenses required.
• Experience in developing client relationships and meeting sales goals.
• Comfort with cross-selling financial products to varied clients.

Responsibilities

• Engage with clients to assess financial needs and provide tailored recommendations.
• Refer investment and insurance products to appropriate sales professionals.
• Open personal and business accounts and support branch operations as needed.
• Develop partnerships with internal teams and centers of influence to grow client base.

Skills

Client relationships

Sales goals

Financial wellness

Digital platforms

Education

FINRA S6

FINRA S63

FINRA SIE

Life, Health Insurance Licenses

High School Diploma or GED

Tools

MS Windows & Office

Job description

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

Strong collaboration with Retail, Private Bank, Mortgage, and Business Banking is essential. The role emphasizes prospecting, in-person client meetings, and adherence to compliance policies while expanding the