Private Client Advisor
About this role
Job title: Private Client Advisor
About the Role The Private Client Advisor focuses on the Mass Affluent client base, using planning and financial wellness as the core of their methodology. They will serve as the primary provider of investment services to KeyBank Mass Affluent clients, delivering investment solutions to new and existing clients while identifying full relationship opportunities. Location: 1211 SW Fifth Avenue, Portland, Oregon.
What You'll Do
- Act as the primary provider of investment services to Mass Affluent clients by delivering investment solutions and identifying opportunities to deepen relationships.
- Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence to coordinate client referrals and service.
- Apply planning and financial wellness concepts as the basis of client engagement and solution design.
What We're Looking For
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