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Mass Affluent Wealth Advisor

Job in Salem, Marion County, Oregon, 97308, USA
Listing for: KeyBank
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Job Description & How to Apply Below
A major financial institution in Salem, Oregon is seeking a Private Client Advisor to focus on Mass Affluent clients, providing tailored investment solutions. This role involves cultivating new client relationships and expanding existing ones, with a strong emphasis on financial wellness. The ideal candidate will possess strong sales capability and work collaboratively with branch teams to maximize client engagement. Required qualifications include a high school diploma and relevant FINRA certifications, with a preference for a Bachelor's degree.
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