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Financial Consultant Financial Sales

Remote Private Client Advisor – Mass Affluent Investments

Remote / Online - Candidates ideally in
Lebanon, Linn County, Oregon, 97355, USA
Listing for: KeyBank
Remote/Work from Home position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 55000 USD Yearly USD 55000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a Private Client Advisor to focus on its Mass Affluent client base in Lebanon, Oregon. The role involves developing relationships with clients holding investable assets, providing tailored investment solutions, and collaborating with branch teams. Candidates should have a strong client-centric focus, sales abilities, and relevant financial licenses. This position offers a competitive salary starting at $55,000 annually and the potential for commission and various incentives.
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