Private Client Advisor - Careers at KeyBank
KeyBank
Private Client Advisor - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to helping clients achieve financial wellness through innovative banking and investment solutions. With a focus on community impact and client success, KeyBank serves millions across the United States, offering personalized services for mass affluent clients. Join our team in Lebanon, Oregon, and be part of a dynamic organization that values integrity, collaboration, and client-first principles.
Position Summary
The Private Client Advisor at KeyBank's Lebanon, OR branch (95 E Sherman) plays a pivotal role in serving our mass affluent client base. This full-time, mid-level position emphasizes financial planning and wellness, delivering comprehensive investment solutions to clients with $50K+ investable assets, particularly targeting $250K-$2M. You'll partner with retail branch teams to uncover full relationship opportunities, driving growth in investments and banking referrals while fostering strong Centers of Influence networks.
Key Responsibilities
Client Growth & Relationship Management
- Grow new clients and expand existing relationships through consistent sales processes and financial plans.
- Host holistic financial wellness conversations to identify investment and banking opportunities.
- Attain sales production and referral goals using book of business, leads, and branch referrals.
Team Collaboration & Strategy
- Partner with Retail Branch Managers and teams to maximize referral opportunities.
- Develop Centers of Influence strategies across the Consumer Bank.
- Coordinate investment product delivery, coaching branch personnel for optimal client service.
Compliance & Excellence
- Comply with all KeyBank policies, acting ethically in clients' best interests.
- Leverage Key Investment Services and core bank products for cross-selling.
Required Qualifications
Education: High School Diploma (required); Bachelor's Degree (preferred).
Licenses: FINRA SIE, S7, S66 (or S63 & 65), and Resident State Insurance Licenses (required upon hire or within specified timeframe).
Skills: Investment sales expertise, client-centric approach, team collaboration, financial systems proficiency.
Physical/Travel: Office environment with occasional travel; valid driver's license required.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that champions professional growth, leadership competencies, and work-life balance. Enjoy competitive pay (estimated $80K-$150K base + commissions), licensing support, and the chance to make a real impact in the Lebanon community. KeyBank values diversity and inclusion, offering pathways to advance your career in banking and wealth management. Apply now for Private Client Advisor jobs in Oregon and elevate your finance career with a trusted leader.
Locations
- Lebanon, Oregon, United States
Salary
80,000 - 150,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Broad knowledge of bank-based investment market clients and partnersintermediate
- Demonstrated sales ability with strong sales resultsintermediate
- Strong client-centric focusintermediate
- Proven collaborative team member skillsintermediate
- Proficiency with office equipment and financial services systemsintermediate
Required Qualifications
- High School Diploma or equivalent (required); Bachelor's Degree (preferred) (experience)
- FINRA SIE, S7, S66 or S63 & 65 (required upon hire) (experience)
- Resident State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability) (required) (experience)
- Certified Financial Planner (CFP) (preferred) (experience)
- Valid driver's license for occasional travel (experience)
Responsibilities
- Grow new clients and expand relationships for those with $50K+ investable assets, targeting $250K-$2M
- Host financial wellness conversations and complete comprehensive financial plans
- Utilize consultative sales process to provide needs-based investment solutions
- Attain sales production and referral goals through book of business and leads
- Develop partnerships with branch teams and Centers of Influence for cross-selling
- Coordinate investment product delivery and coach branch personnel
Benefits
- general: Competitive compensation structure
- general: Professional development opportunities
- general: Partnership in a leading national bank
- general: Collaborative team environment
- general: Comprehensive training and licensing support
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Advisor - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Private Client Advisor - Careers at KeyBank
KeyBank
Private Client Advisor - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to helping clients achieve financial wellness through innovative banking and investment solutions. With a focus on community impact and client success, KeyBank serves millions across the United States, offering personalized services for mass affluent clients. Join our team in Lebanon, Oregon, and be part of a dynamic organization that values integrity, collaboration, and client-first principles.
Position Summary
The Private Client Advisor at KeyBank's Lebanon, OR branch (95 E Sherman) plays a pivotal role in serving our mass affluent client base. This full-time, mid-level position emphasizes financial planning and wellness, delivering comprehensive investment solutions to clients with $50K+ investable assets, particularly targeting $250K-$2M. You'll partner with retail branch teams to uncover full relationship opportunities, driving growth in investments and banking referrals while fostering strong Centers of Influence networks.
Key Responsibilities
Client Growth & Relationship Management
- Grow new clients and expand existing relationships through consistent sales processes and financial plans.
- Host holistic financial wellness conversations to identify investment and banking opportunities.
- Attain sales production and referral goals using book of business, leads, and branch referrals.
Team Collaboration & Strategy
- Partner with Retail Branch Managers and teams to maximize referral opportunities.
- Develop Centers of Influence strategies across the Consumer Bank.
- Coordinate investment product delivery, coaching branch personnel for optimal client service.
Compliance & Excellence
- Comply with all KeyBank policies, acting ethically in clients' best interests.
- Leverage Key Investment Services and core bank products for cross-selling.
Required Qualifications
Education: High School Diploma (required); Bachelor's Degree (preferred).
Licenses: FINRA SIE, S7, S66 (or S63 & 65), and Resident State Insurance Licenses (required upon hire or within specified timeframe).
Skills: Investment sales expertise, client-centric approach, team collaboration, financial systems proficiency.
Physical/Travel: Office environment with occasional travel; valid driver's license required.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that champions professional growth, leadership competencies, and work-life balance. Enjoy competitive pay (estimated $80K-$150K base + commissions), licensing support, and the chance to make a real impact in the Lebanon community. KeyBank values diversity and inclusion, offering pathways to advance your career in banking and wealth management. Apply now for Private Client Advisor jobs in Oregon and elevate your finance career with a trusted leader.
Locations
- Lebanon, Oregon, United States
Salary
80,000 - 150,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Broad knowledge of bank-based investment market clients and partnersintermediate
- Demonstrated sales ability with strong sales resultsintermediate
- Strong client-centric focusintermediate
- Proven collaborative team member skillsintermediate
- Proficiency with office equipment and financial services systemsintermediate
Required Qualifications
- High School Diploma or equivalent (required); Bachelor's Degree (preferred) (experience)
- FINRA SIE, S7, S66 or S63 & 65 (required upon hire) (experience)
- Resident State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability) (required) (experience)
- Certified Financial Planner (CFP) (preferred) (experience)
- Valid driver's license for occasional travel (experience)
Responsibilities
- Grow new clients and expand relationships for those with $50K+ investable assets, targeting $250K-$2M
- Host financial wellness conversations and complete comprehensive financial plans
- Utilize consultative sales process to provide needs-based investment solutions
- Attain sales production and referral goals through book of business and leads
- Develop partnerships with branch teams and Centers of Influence for cross-selling
- Coordinate investment product delivery and coach branch personnel
Benefits
- general: Competitive compensation structure
- general: Professional development opportunities
- general: Partnership in a leading national bank
- general: Collaborative team environment
- general: Comprehensive training and licensing support
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Advisor - Careers at KeyBank @ KeyBank.
Related Books and Jobs