Mass Affluent Private Client Advisor

KeyBank; Beaverton (OR); On-site; USD 85,000 - 130,000; Full time

Job summary

A financial services provider in Beaverton, Oregon is looking for a Private Client Advisor who will focus on Mass Affluent clients, providing investment solutions and leading financial wellness initiatives. The Advisor will build strong partnerships with Retail Branch Managers and expand existing client relationships through consultative sales processes. The position requires a commitment to ethical conduct and compliance with all organizational policies while meeting sales production goals.

Qualifications

• High School Diploma or equivalent experience required.
• Bachelor's Degree preferred.
• FINRA Security Industry Essentials (SIE) required upon hire.
• FINRA License S7, S66 or S63 and 65 required upon hire.
• Certified Financial Planner (CFP) preferred.

Responsibilities

• Grow new clients and expand existing relationships.
• Host financial wellness conversations and create comprehensive financial plans.
• Utilize a consultative sales process to provide financial solutions.
• Meet sales goals by working the book of business and lead lists.
• Teach branch personnel about investment referrals and client management.

Skills

Broad knowledge of client characteristics and needs

Ability to sell products and services

Strong client-centric focus

Collaborative team member

Proficiency in financial services systems

Education

High School Diploma or equivalent experience

Bachelor's Degree

Job description

A financial services provider in Beaverton, Oregon is looking for a Private Client Advisor who will focus on Mass Affluent clients, providing investment solutions and leading financial wellness initiatives. The Advisor will build strong partnerships with Retail Branch Managers and expand existing client relationships through consultative sales processes. The position requires a commitment to ethical conduct and compliance with all organizational policies while meeting sales production goals.