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Financial Sales Insurance Sales

Private Client Advisor - Mass Affluent & Planning

Job in Beaverton, Washington County, Oregon, 97078, USA
Listing for: KeyBank
Full Time position
Listed on 2026-01-13
Job specializations:
  • Sales
    Financial Sales, Insurance Sales
  • Finance & Banking
    Financial Sales, Insurance Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A major financial institution is seeking a Private Client Advisor in Beaverton, Oregon. This role emphasizes establishing relationships with Mass Affluent clients to provide tailored investment solutions. The ideal candidate will have strong sales abilities, a focus on client needs, and the necessary financial licenses. You will grow relationships by working in tandem with branch teams, aiming to achieve high sales production and exceptional client service.

This position offers competitive earnings potential through commissions.
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