Private Client Wealth Advisor (Mass Affluent)

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

Job summary

KeyBank in Estacada, Oregon seeks a Private Client Advisor focused on Mass Affluent clients, guiding planning and financial wellness as the core of service, delivering investment solutions and building long-term relationships.

You will collaborate with Retail Branch Managers and Centers of Influence to grow assets, manage $250k to $2M prospects, and drive cross-selling of banking and investment products through a consultative sales process.

Qualifications

• FINRA SIE required upon hire
• FINRA S7 required upon hire
• FINRA S66 or S63 and 65 required upon hire
• CFP certification preferred
• Resident state insurance licenses (Life, Variable, and A/H or Life & Disability) required

Responsibilities

• Grow new clients and expand relationships with investable assets > $50,000
• Target assets between $250k–$2M and execute a consistent sales process
• Host holistic financial wellness conversations and complete financial plans
• Coordinate investment product delivery with branch staff and drive referrals

Skills

Sales skills

Client focus

Team collaboration

Financial systems

Relationship-building

Education

High School Diploma

Bachelor's Degree preferred

Job description

KeyBank in Estacada, Oregon seeks a Private Client Advisor focused on Mass Affluent clients, guiding planning and financial wellness as the core of service, delivering investment solutions and building long-term relationships.

You will collaborate with Retail Branch Managers and Centers of Influence to grow assets, manage $250k to $2M prospects, and drive cross-selling of banking and investment products through a consultative sales process.