Wealth & Investment Advisor (Mass Affluent)

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

Job summary

KeyCorp seeks a Private Client Advisor to lead investment solutions for Mass Affluent clients in Beaverton, OR. You will build relationships, deliver comprehensive financial plans, and partner with branch teams to uncover growth opportunities across investments and banking products.

You will operate in a licensed advisory role, maintain required FINRA licenses and state life/health licenses, and drive referrals with a client-centric, consultative approach.

Qualifications

• Licenses required within time frame if not held at hire.
• Strong knowledge of mass affluent client needs and investment services.

Responsibilities

• Grow new clients and expand relationships with investable assets.
• Conduct holistic financial wellness conversations and comprehensive financial plans.
• Offer investment solutions and cross-sell banking products.
• Achieve sales and referral goals through a disciplined outreach process.
• Coordinate delivery of investment products across branches and partners.

Skills

Client knowledge

Sales skills

Team collaboration

Customer focus

Education

FINRA SIE

FINRA S7

FINRA S66/S63/S65

CFP (preferred)

State insurance licenses (Life, V/Life & Health)

Job description

KeyCorp seeks a Private Client Advisor to lead investment solutions for Mass Affluent clients in Beaverton, OR. You will build relationships, deliver comprehensive financial plans, and partner with branch teams to uncover growth opportunities across investments and banking products.

You will operate in a licensed advisory role, maintain required FINRA licenses and state life/health licenses, and drive referrals with a client-centric, consultative approach.