Wealth Advisor for Mass Affluent Clients

KeyCorp; Estacada (OR); On-site; USD 70,000 - 110,000; Full time

Job summary

KeyBank in Estacada, Oregon is seeking a Private Client Advisor to grow Mass Affluent relationships through holistic financial planning and investment guidance. You’ll work with clients with investable assets from $50k up to $2 million, and you’ll coordinate with branch staff to deliver tailored solutions.

You will refer opportunities for cross-selling banking products, build partnerships with branch managers and centers of influence, and maintain strong client relationships.

Qualifications

• Experience selling financial products to investment clients.
• Strong client-centric approach with proven sales results.
• Ability to work collaboratively in a branch team.

Responsibilities

• Grow new clients and expand existing relationships with $50k+ investable assets.
• Develop holistic financial plans for clients and uncover growth opportunities.
• Provide investment solutions and cross-sell banking products when appropriate.
• Coordinate investment product delivery and coach branch staff.

Skills

Sales experience

Client relationships

Team collaboration

Financial planning basics

Proactive communication

Education

High School Diploma or equivalent

Bachelor's Degree preferred

FINRA SIE

FINRA S7

FINRA S66/S63/S65

CFP preferred

Insurance Licenses (Life/Variable/Health or Life & Disability)

Tools

Proprietary financial services systems

Job description

KeyBank in Estacada, Oregon is seeking a Private Client Advisor to grow Mass Affluent relationships through holistic financial planning and investment guidance. You’ll work with clients with investable assets from $50k up to $2 million, and you’ll coordinate with branch staff to deliver tailored solutions.

You will refer opportunities for cross-selling banking products, build partnerships with branch managers and centers of influence, and maintain strong client relationships.