Private Client Advisor - Beaverton

Only for registered members Beaverton, United States

1 month ago

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Job summary

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts.

The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities.

Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.
  • Growing new clients and expanding existing relationships with clients more than $50,000 in investable assets.

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