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Private Client Advisor — Wealth Planning

Job in Lake Oswego, Clackamas County, Oregon, 97034, USA
Listing for: KeyCorp
Full Time position
Listed on 2026-08-13
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 34000 - 52000 USD Yearly USD 34000.00 52000.00 YEAR
Job Description & How to Apply Below

Key Corp’s Oak Grove, Oregon location seeks a Private Client Banker to be a trusted advisor guiding clients through wealth planning, cash management, and investment referrals. The PCB collaborates with Retail, Private Bank, and Investment Services to deliver holistic financial wellness solutions for clients with up to $2M in investable assets.

The role emphasizes building lasting relationships, maintaining regulatory compliance, and identifying opportunities through client conversations,

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