- KeyBank (Portland, OR)
- …while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong ... S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life,...clients and partners within the bank- based investment market space . + Demonstrated ability to sell products and services… more