Private Wealth Advisor

KeyBank; Eugene (OR); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank in Eugene, Oregon is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice and to deliver tailored financial solutions to clients with up to $2M in investable assets.

You will build a referral network, collaborate with Key Investment Services, Mortgage, and Business Banking teams, and ensure compliant documentation while supporting branch operations.

Qualifications

• High School Diploma or GED or equivalent experience required.
• Bachelor's Degree preferred.
• FINRA licenses and insurance licenses required.
• Equivalent experience accepted.

Responsibilities

• Provide plan-based financial advice and refer appropriate financial solutions to clients.
• Build a client referral pipeline and collaborate with internal partners.
• Ensure compliance with policies and maintain accurate client documentation.
• Assist with branch operations and client transactions on the Teller line as needed.
• Stay current on market trends to advise clients effectively.

Skills

Client relationship building

Sales & referrals

Communication skills

Time management

Financial advisory knowledge

Education

High School Diploma or equivalent

Bachelor's Degree preferred

Equivalent experience accepted

Tools

MS Windows & Office

Digital platforms (Key)

Job description

KeyBank in Eugene, Oregon is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice and to deliver tailored financial solutions to clients with up to $2M in investable assets.

You will build a referral network, collaborate with Key Investment Services, Mortgage, and Business Banking teams, and ensure compliant documentation while supporting branch operations.