Wealth Advisor: Mass Affluent & Financial Wellness

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

Job summary

KeyBank is seeking a Private Client Advisor to focus on Mass Affluent clients, delivering investment solutions and comprehensive financial planning. The role emphasizes building partnerships with branch teams and Centers of Influence while expanding relationships and assets from $50k to $2M and beyond.

Responsibilities include conducting holistic financial wellness conversations, delivering tailored investment solutions, and coordinating cross-branch referrals to maximize client value and

Qualifications

• FINRA SIE and S7 licenses required at hire.
• State Life/Variable/Health licenses required.
• CFP certification preferred.
• Bachelor's degree preferred.

Responsibilities

• Grow new clients with investable assets above $50k.

Skills

Relationship building

Sales & cross-selling

Financial planning

Client management

Team collaboration

Education

High School Diploma

Bachelor's degree

Job description

KeyBank is seeking a Private Client Advisor to focus on Mass Affluent clients, delivering investment solutions and comprehensive financial planning. The role emphasizes building partnerships with branch teams and Centers of Influence while expanding relationships and assets from $50k to $2M and beyond.

Responsibilities include conducting holistic financial wellness conversations, delivering tailored investment solutions, and coordinating cross-branch referrals to maximize client value and