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Mass Affluent Private Client Advisor
Job in
Estacada, Clackamas County, Oregon, 97023, USA
Listed on 2026-06-07
Listing for:
KeyCorp
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance -
Sales
Banking & Finance
Job Description & How to Apply Below
Key Corp in Estacada, OR is seeking a Private Client Advisor to focus on our Mass Affluent clients, providing comprehensive investment solutions. The role involves growing new relationships and expanding existing ones, while working closely with Retail Branch Managers.
The ideal candidate possesses a strong sales record and the ability to engage clients in Financial Wellness discussions. A High School Diploma is required, and financial licenses must be obtained upon hire.
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