Mass Affluent Wealth Advisor & Financial Planner

KeyCorp; Springfield (OR); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Commission & Deferred Incentive

Job summary

KeyCorp in Springfield, Oregon, is seeking a Private Client Advisor focused on Mass Affluent clients. You will lead with financial wellness, provide investment solutions, and build strong relationships with clients and branch partners.

You will grow new and existing relationships, deliver comprehensive financial planning, and collaborate with retail branches to uncover cross-sell opportunities while meeting regulatory requirements and licensing timelines.

Qualifications

• FINRA SIE, S7, S66 or S63 and 65 required upon hire
• CFP certification preferred
• Resident State Insurance Licenses required (Life, Variable, and Health/Life & Disability)

Responsibilities

• Grow new clients and expand relationships with clients >$50,000 investable assets and target $250k–$2M in investable assets.
• Host holistic Financial Wellness conversations and complete comprehensive financial plans.
• Provide needs-based financial solutions and partner with banking center staff.
• Achieve sales production and referral goals through a book of business and referrals.
• Coordinate investment product delivery and coach branch personnel to maximize client needs and referrals.

Skills

Sales excellence

Client relationship management

Financial planning

Team collaboration

Communication skills

Education

Bachelor's degree (preferred)

High School Diploma or equivalent experience (required)

Tools

Proprietary financial systems

Job description

KeyCorp in Springfield, Oregon, is seeking a Private Client Advisor focused on Mass Affluent clients. You will lead with financial wellness, provide investment solutions, and build strong relationships with clients and branch partners.

You will grow new and existing relationships, deliver comprehensive financial planning, and collaborate with retail branches to uncover cross-sell opportunities while meeting regulatory requirements and licensing timelines.