Private Client Wealth Advisor; Mass Affluent
Listed on 2026-10-30
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Key Bank in King City, Oregon seeks a Private Client Advisor to lead investment services for Mass Affluent clients. You will conduct holistic financial wellness conversations, develop comprehensive financial plans, and identify full relationship opportunities including banking and investments.
Partner with branch teams to deliver solutions, drive referrals, and grow the book of business with clients from $50,000 to $2 million in investable assets. Occasional travel to branches may be required.
The Private Client Wealth Advisor (Mass Affluent) position in the Sales field is open for applications.
As a Private Client Wealth Advisor (Mass Affluent), you will play an important part at Key Bank in OR, United States.
We invite applications for the Private Client Wealth Advisor (Mass Affluent) position located in OR, United States.
The following role is for a Private Client Wealth Advisor (Mass Affluent) with Key Bank.
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