Mass Affluent Private Client Advisor – Planning & Growth

KeyBank; Estacada (OR); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Commission and deferred incentive compensation

Flexible working options

Employee benefits

Job summary

A national financial institution is seeking a Private Client Advisor in Estacada, Oregon. The role focuses on providing investment services to Mass Affluent clients, requiring strong sales capabilities and the ability to build relationships with both clients and Branch teams. Candidates should possess at least a High School Diploma, with preferred higher education. Required licenses include FINRA SIE and others. The position may require occasional travel and offers flexible working options in a mobile environment.

Qualifications

• Strong sales results in investment services.
• Ability to work collaboratively in a team environment.
• Broad knowledge of client needs in banking.

Responsibilities

• Grow new clients and expand existing relationships.
• Host Financial Wellness conversations and create financial plans.
• Coordinate investment product delivery within assigned Branch.

Skills

Sales ability

Client centric focus

Collaborative teamwork

Knowledge of investment market

Education

High School Diploma or equivalent

Bachelor's Degree

Job description

A national financial institution is seeking a Private Client Advisor in Estacada, Oregon. The role focuses on providing investment services to Mass Affluent clients, requiring strong sales capabilities and the ability to build relationships with both clients and Branch teams. Candidates should possess at least a High School Diploma, with preferred higher education. Required licenses include FINRA SIE and others. The position may require occasional travel and offers flexible working options in a mobile environment.