Mass Affluent Private Client Advisor

A leading financial institution is seeking a Private Client Advisor to focus on its Mass Affluent client base in Estacada, Oregon. The role involves delivering investment solutions and building strong relationships with clients exceeding $50,000 in investable assets. Key responsibilities include hosting financial discussions, managing client relationships, and working collaboratively with branch teams to identify growth opportunities. Ideal candidates should have strong sales ability, a client-centric focus, and relevant licenses, providing a rewarding environment with flexible working options. #J-18808-Ljbffr