Mass Affluent Private Client Advisor – Invest & Grow

KeyCorp; Lake Oswego (OR); On-site; USD 90,000 - 180,000; Full time

Job summary

KeyCorp in Lake Oswego, OR is seeking a Private Client Advisor to serve Mass Affluent clients with a planning-centric approach and financial wellness focus. You will be the primary investment advisor for this client base, delivering investment solutions and cultivating full relationship opportunities with banking partners.

You will collaborate with Retail Branch Managers and Centers of Influence to grow assets from $50k to $2M, guide comprehensive financial plans, and drive cross-selling across

Qualifications

• High School Diploma or equivalent experience (required) or Bachelor's Degree (preferred).
• FINRA SIE, S7, S66 or S63 and 65 licenses upon hire (required).
• Certified Financial Planner (CFP) (preferred).
• Resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required).

Responsibilities

• Grow new clients and expand relationships with Mass Affluent clients across investable assets.
• Provide investment solutions and cross-sell with banking products while partnering with branch staff.
• Develop Center of Influence strategies and coordinate delivery of investment services.
• Maintain relationships with Retail Branch Managers and Centers of Influence to drive referrals.

Skills

Client advisory

Sales results

Client centric

Team collaboration

Office systems

Education

High School Diploma or equivalent experience

Bachelor's degree

FINRA licenses (SIE, S7, S66/S63/S65) upon hire

CFP (preferred)

Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)

Job description

KeyCorp in Lake Oswego, OR is seeking a Private Client Advisor to serve Mass Affluent clients with a planning-centric approach and financial wellness focus. You will be the primary investment advisor for this client base, delivering investment solutions and cultivating full relationship opportunities with banking partners.

You will collaborate with Retail Branch Managers and Centers of Influence to grow assets from $50k to $2M, guide comprehensive financial plans, and drive cross-selling across