More jobs:
Focused Mass Affluent Private Advisor
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-01-12
Listing for:
KeyBank
Full Time
position Listed on 2026-01-12
Job specializations:
-
Sales
Financial Sales, Insurance Sales -
Finance & Banking
Financial Sales, Insurance Sales
Job Description & How to Apply Below
A financial services institution is seeking a Private Client Advisor to focus on its Mass Affluent client base and provide investment solutions. Responsibilities include expanding client relationships, leading financial wellness conversations, and attaining sales goals. Candidates should have a high school diploma or a bachelor's degree, relevant licenses, and strong sales skills. The compensation includes a base salary of $55,000 annually plus commissions and benefits.
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