About KeyBank

KeyBank is a leading national bank committed to empowering clients through innovative financial solutions and personalized service. With a strong focus on financial wellness, KeyBank serves mass affluent clients across the United States, offering comprehensive investment services, banking products, and holistic planning. Join our team at the Woodburn, OR location and become part of a dynamic organization dedicated to client success and community impact.

Position Summary

The Private Client Advisor at KeyBank plays a pivotal role in serving our mass affluent client base with $50,000+ in investable assets, particularly targeting those with $250,000 to $2 million. This full-time position emphasizes financial wellness planning and investment solutions, fostering long-term client relationships while partnering with retail branch teams. Located at 941 N Pacific Highway, Woodburn, Oregon, you'll drive sales growth, uncover full relationship opportunities, and deliver exceptional client experiences in a collaborative banking environment.

Key Responsibilities

• Grow new clients and expand existing relationships through consistent sales processes and financial planning.
• Lead holistic financial wellness conversations to identify investment and banking opportunities.
• Provide comprehensive, needs-based investment solutions using consultative sales techniques.
• Achieve sales and referral goals by leveraging book of business, leads, and branch partnerships.
• Coach and mentor branch personnel to maximize investment referrals and client service.
• Build Centers of Influence strategies across the Consumer Bank for cross-selling success.

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: Proven sales track record, client-centric approach, team collaboration, and financial systems proficiency.
• Physical/Travel: Office-based with occasional travel; valid driver's license required.

This mid-level role demands FINRA licensing and a passion for financial advising in a bank-based investment market.

Why Join Us

At KeyBank, you'll thrive in a supportive environment that values professional growth, ethical practices, and client-first principles. Enjoy opportunities to advance your career, access cutting-edge resources, and contribute to a team focused on sustainable financial success. KeyBank offers a rewarding path for licensed financial professionals seeking impactful Private Client Advisor jobs in Woodburn, OR. Apply today to elevate your career in banking and investments!