Wealth Advisor: Mass Affluent & Financial Wellness
Job in
Salem, Marion County, Oregon, 97308, USA
Listed on 2026-08-22
Listing for:
KeyBank
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Key Bank is seeking a Private Client Advisor to focus on Mass Affluent clients, delivering investment solutions and comprehensive financial planning. The role emphasizes building partnerships with branch teams and Centers of Influence while expanding relationships and assets from $50k to $2M and beyond.
Responsibilities include conducting holistic financial wellness conversations, delivering tailored investment solutions, and coordinating cross-branch referrals to maximize client value and
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