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Mass Affluent Private Client Advisor – Planning
Job in
Estacada, Clackamas County, Oregon, 97023, USA
Listed on 2026-04-30
Listing for:
KeyBank
Full Time
position Listed on 2026-04-30
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
Location: Estacada
A national financial institution is seeking a Private Client Advisor in Estacada, Oregon. The role focuses on providing investment services to Mass Affluent clients, requiring strong sales capabilities and the ability to build relationships with both clients and Branch teams. Candidates should possess at least a High School Diploma, with preferred higher education. Required licenses include FINRA SIE and others.
The position may require occasional travel and offers flexible working options in a mobile environment.
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