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Financial Sales

Private Client Advisor - Mass Affluent & Financial Planning

Job in Beaverton, Washington County, Oregon, 97078, USA
Listing for: KeyCorp
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Sales
  • Sales
    Financial Sales
Job Description & How to Apply Below
A leading financial services firm located in Beaverton, OR seeks a Private Client Advisor to focus on Mass Affluent clients. The Advisor will provide investment solutions, grow client relationships, and engage in financial wellness conversations. Candidates should have strong sales abilities and a client-centric approach. A High School Diploma is required, with a Bachelor's preferred, alongside necessary financial licenses.

This role offers competitive compensation with commission potential and a supportive work environment.
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