Private Client Wealth Advisor (Mass Affluent)
KeyBank
KeyBank in King City, Oregon seeks a Private Client Advisor to lead investment services for Mass Affluent clients. You will conduct holistic financial wellness conversations, develop comprehensive financial plans, and identify full relationship opportunities including banking and investments. Partner with branch teams to deliver solutions, drive referrals, and grow the book of business with clients from $50,000 to $2 million in investable assets. Occasional travel to branches may be required.
#J-18808-LjbffrVacancy posted 1 day ago
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