Hybrid Financial Wellness Advisor
keycorpTualatin, OR
Hybrid Financial Wellness Advisor
L4
keycorpTualatin, ORyesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceMiscellaneous IntermediationOther Activities Related to Credit IntermediationKeyCorp in Oregon seeks a Hybrid-Platform FWA to serve clients with a balance of in-branch servicing and proactive outreach. The role focuses on building relationships, guiding financial wellness, and delivering solutions both in person and via digital channels.
In this position, you will handle transactions, identify opportunities for deeper client engagement, and collaborate with branch leadership to prioritize high-impact activities. Notary license within 180 days is preferred.
Apply now
Level
MidL4
Location
Tualatin, OR
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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