Private Client Advisor
On-site · Portland, Oregon, United States
Job Summary
Private Client Advisor focused on KeyBank Mass Affluent clients will deliver investment solutions and comprehensive financial plans, establish partnerships with Retail Branch Managers and Centers of Influence, and grow new and existing relationships with investable assets from $50,000 to $2 million. Responsibilities include hosting holistic Financial Wellness conversations, conducting needs-based recommendations across investments and banking products, meeting sales production and referral goals, cross-selling investment services, coordinating product delivery with branch staff, and leveraging a Center of Influence strategy to drive relationship growth. Requires in-person client engagement, licensing in FINRA SIE, S7, and appropriate state life/health/variable licenses, with CFP preferred. The role emphasizes collaboration within the branch team, adherence to KeyBank policies, and ongoing licensing and regulatory requirements; occasional travel is expected.
Required Qualifications
- High School Diploma or equivalent experience (required) or Bachelor's Degree (preferred)
- FINRA Security Industry Essentials (SIE) (Upon Hire)
- FINRA License S7 (Upon Hire) (required)
- FINRA License S66 or S63 and 65 (Upon Hire) (required)
- Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
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