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Mass Affluent Private Client Advisor – Invest & Grow

Job in Lake Oswego, Clackamas County, Oregon, 97034, USA
Listing for: KeyBank
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 50000 USD Yearly USD 50000.00 YEAR
Job Description & How to Apply Below

Key Corp in Lake Oswego, OR is seeking a Private Client Advisor to serve Mass Affluent clients with a planning-centric approach and financial wellness focus. You will be the primary investment advisor for this client base, delivering investment solutions and cultivating full relationship opportunities with banking partners.

You will collaborate with Retail Branch Managers and Centers of Influence to grow assets from $50k to $2M, guide comprehensive financial plans, and drive cross-selling across

The Mass Affluent Private Client Advisor – Invest & Grow position in the Sales field is open for applications.

Join Key Bank and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Mass Affluent Private Client Advisor – Invest & Grow role at Key Bank, based in Lake Oswego, OR, United States.

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