Wealth Advisor - Mass Affluent Private Clients
Job in
Estacada, Clackamas County, Oregon, 97023, USA
Listed on 2026-01-12
Listing for:
KeyCorp
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
A major financial institution is seeking a Private Client Advisor in Estacada, OR. The role focuses on the Mass Affluent client base, providing tailored investment solutions and fostering client relationships with investable assets of $250,000 to $2 Million. You will enhance client engagement through holistic Financial Wellness conversations, coordinate investment product delivery, and develop strategic partnerships within the bank. A strong emphasis on teamwork, compliance, and excellent service is required for success in this position.
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