Mass Affluent Wealth Advisor

Key Bank

Salem, OR

JOB DETAILS
SKILLS
Customer Relations, High School Diploma, Sales, Team Player
LOCATION
Salem, OR
POSTED
3 days ago

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.#J-18808-Ljbffr

About the Company

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Key Bank