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Financial Sales Financial Consultant

Mass Affluent Private Client Advisor

Job in Beaverton, Washington County, Oregon, 97078, USA
Listing for: KeyBank
Full Time position
Listed on 2026-04-06
Job specializations:
  • Sales
    Financial Sales
  • Finance & Banking
    Financial Sales, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services provider in Beaverton, Oregon is looking for a Private Client Advisor who will focus on Mass Affluent clients, providing investment solutions and leading financial wellness initiatives. The Advisor will build strong partnerships with Retail Branch Managers and expand existing client relationships through consultative sales processes. The position requires a commitment to ethical conduct and compliance with all organizational policies while meeting sales production goals.
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