Wealth Advisor, Private Client (Mass Affluent)

KeyBank; Medford (OR); Hybrid; USD 50,000 - 60,000; Full time

Job summary

KeyBank in Medford, OR is seeking a Private Client Advisor focused on Mass Affluent clients, delivering investment solutions and financial planning to deepen relationships with assets from $50k to $2M.

You will partner with Retail Branch teams and Centers of Influence to grow new business, provide needs-based advice, and coordinate investment delivery across branches while pursuing aggressive referral targets and service excellence.

Qualifications

• High School Diploma or equivalent required.
• Bachelor's Degree preferred.

Responsibilities

• Grow new clients and expand relationships with investable assets from $50,000 to $2,000,000.
• Lead holistic Financial Wellness conversations and develop comprehensive financial plans.
• Provide needs-based investment solutions and collaborate with banking centers.
• Meet sales production and referral goals using books of business and referrals.
• Learn Key Investment Services products and cross-sell banking offerings.
• Coordinate investment product delivery across branches and mentor staff.

Job description

KeyBank in Medford, OR is seeking a Private Client Advisor focused on Mass Affluent clients, delivering investment solutions and financial planning to deepen relationships with assets from $50k to $2M.

You will partner with Retail Branch teams and Centers of Influence to grow new business, provide needs-based advice, and coordinate investment delivery across branches while pursuing aggressive referral targets and service excellence.