Mass Affluent Private Wealth Advisor

KeyBank; Lake Oswego (OR); On-site; USD 110,000 - 160,000; Full time

Job summary

KeyBank is seeking a Private Client Advisor focused on the Mass Affluent client base. The role centers on planning and financial wellness, delivering investment solutions, and expanding relationships beyond $50,000 in investable assets.

This position partners with Retail Branch Managers and Centers of Influence to drive holistic financial planning and relationship growth. The advisor will provide investment services to Mass Affluent clients, using a consultative approach to uncover opportunities

Qualifications

• Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space.
• Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
• Strong client-centric focus.
• Proven ability to work as a collaborative team member.
• Ability to use standard office equipment, proprietary financial services systems.

Responsibilities

• Grow new clients and expand relationships with investable assets from $50,000+.
• Host holistic Financial Wellness conversations and create comprehensive financial plans.
• Provide needs-based investment solutions and cross-sell with banking staff.
• Meet sales production and referral goals via book of business and referrals.
• Coordinate investment product delivery across branches and mentor staff.
• Develop Center of Influence strategy to leverage partnerships.
• Comply with KeyBank policies and ethics.

Skills

Client relationship management

Sales performance

Team collaboration

Client centric focus

Communication skills

Education

High School Diploma or equivalent

Bachelor's Degree (preferred)

Tools

CRM systems

Office software

Job description

KeyBank is seeking a Private Client Advisor focused on the Mass Affluent client base. The role centers on planning and financial wellness, delivering investment solutions, and expanding relationships beyond $50,000 in investable assets.

This position partners with Retail Branch Managers and Centers of Influence to drive holistic financial planning and relationship growth. The advisor will provide investment services to Mass Affluent clients, using a consultative approach to uncover opportunities