Private Client Advisor

About the Role

PRIVATE CLIENT ADVISOR

Location: 1217 Crater Lake Avenue, Medford Oregon

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,

Responsibilities

• Perform core duties as described.

Requirements

• Relevant experience or willingness to learn.

Benefits

• Benefits per job description.

Compensation

To be discussed.

Location & Schedule

Per job description.

How to Apply

Use the “Apply” button.