• Private Client Advisor

    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
    KeyBank (07/22/25)
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