Private Client Advisor, Mass Affluent — Financial Wellness
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Key Bank is seeking a Private Client Advisor in Portland, OR to serve Mass Affluent clients with comprehensive financial planning and wellness-based guidance. You will deliver investment solutions and identify full relationship opportunities, partnering with branch teams to grow assets from $50k upwards to multi-million portfolios.
You will lead holistic conversations, build a referral network, and coordinate investment product delivery across branches while maintaining compliance with FINRA
We would love to welcome a new Private Client Advisor, Mass Affluent — Financial Wellness to our organisation in Portland, OR, United States.
We would love to welcome a new Private Client Advisor, Mass Affluent — Financial Wellness to our team in Portland, OR, United States.
For the Private Client Advisor, Mass Affluent — Financial Wellness position at Key Corp, we are reviewing applications now.
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