Mass Affluent Private Client Advisor
Job in
Estacada, Clackamas County, Oregon, 97023, USA
Listed on 2026-01-13
Listing for:
KeyBank
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Wealth Management, Financial Advisor
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 Estacada, Oregon. The role involves delivering investment solutions and building strong relationships with clients exceeding $50,000 in investable assets. Key responsibilities include hosting financial discussions, managing client relationships, and working collaboratively with branch teams to identify growth opportunities. Ideal candidates should have strong sales ability, a client-centric focus, and relevant licenses, providing a rewarding environment with flexible working options.
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