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Client Advisor Jobs in Oregon (NOW HIRING)

KeyBank

Private Client Advisor

Salem, OR · On-site

Location: 750 Lancaster Drive NE, Salem 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 ...

KeyBank

Private Client Advisor

Medford, OR · On-site

$55K/yr

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 ...

KeyBank

Private Client Advisor

Estacada, OR · On-site

Location: 271 SW Broadway, Estacada 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 ...

Keybank

Private Client Advisor

Medford, OR

$55K/yr

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 ...

KeyBank

Private Client Advisor

Portland, OR · On-site

Location: 1211 SW Fifth Avenue, Portland 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 ...

KeyBank

Private Client Advisor

Beaverton, OR · On-site

Location: 4735 SW Hall Boulevard, Beaverton 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 ...

Keybank

Private Client Advisor

Beaverton, OR · On-site

Location: 4735 SW Hall Boulevard, Beaverton 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 ...

Keybank

Private Client Advisor

Portland, OR

Location: 1211 SW Fifth Avenue, Portland 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 ...

Keybank

Private Client Advisor

Salem, OR

Location: 750 Lancaster Drive NE, Salem 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 ...

Keybank

Private Client Advisor

Estacada, OR

Location: 271 SW Broadway, Estacada 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 ...

Marsh & McLennan

Client Advisor - Marine

Portland, OR · On-site

Client Advisor Marsh is seeking candidates for a Client Advisor in our Marine in Los Angeles, Seattle, Portland or San Francisco. In this client-facing role, you will develop an understanding of ...

Oliver Wyman

Client Advisor - Marine

Portland, OR · On-site

$120K - $256K/yr

Client Advisor Marsh is seeking candidates for a Client Advisor in our Marine in Los Angeles, Seattle, Portland or San Francisco. In this client-facing role, you will develop an understanding of ...

Mercer France

Client Advisor - Marine

Portland, OR · On-site

$120K - $256K/yr

Client Advisor Marsh is seeking candidates for a Client Advisor in our Marine in Los Angeles, Seattle, Portland or San Francisco. In this client-facing role, you will develop an understanding of ...

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All JobsClient Advisor JobsClient Advisor Jobs in Oregon

Client Advisor information

See Oregon salary details

$15

$33

$94

How much do client advisor jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for client advisor in Oregon is $33.03, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $35.82 per hour, depending on experience, location, and employer.

What is a client advisor?

A Client Advisor is a professional who works closely with clients to understand their needs and provide tailored advice, products, or services. Typically found in industries like finance, retail, and luxury goods, Client Advisors act as the main point of contact between the company and its clients. Their responsibilities often include building strong relationships, offering personalized recommendations, and ensuring customer satisfaction. They may also handle account management, sales, and after-sales support to maximize client loyalty and business growth.

What are the key skills and qualifications needed to thrive as a client advisor?

To thrive as a Client Advisor, you need strong interpersonal skills, sales acumen, and a background in customer service or related fields, often supported by a relevant degree or experience. Familiarity with CRM software, point-of-sale systems, and sometimes luxury retail management certifications is typically required. Exceptional communication, active listening, and problem-solving abilities help build trust and deliver personalized service. These skills are essential for fostering lasting client relationships, driving sales, and ensuring customer satisfaction in a competitive environment.

What do you need to be a client advisor?

To become a client advisor, candidates typically need strong communication and interpersonal skills, relevant sales or customer service experience, and often a high school diploma or equivalent. Some roles may require knowledge of financial products or certifications, depending on the industry. Being organized and able to work in a team environment is also important.

How does a client advisor typically collaborate with other departments to ensure excellent client service?

Client Advisors often work closely with teams such as sales, product specialists, and customer service to provide comprehensive support to clients. They act as a bridge between the client and the company, ensuring that client needs and feedback are communicated effectively to relevant departments. Regular collaboration may involve joint meetings, shared project management tools, and coordinated follow-ups to resolve issues or customize solutions. This teamwork helps maintain a high level of client satisfaction and fosters a positive, service-oriented company culture.

Is a client advisor a good career?

A client advisor is a professional who provides personalized service and advice to clients, often in financial, retail, or luxury sectors. The role typically requires strong communication skills, product knowledge, and relationship management, with opportunities for advancement and performance-based bonuses. It can be a stable career path for those interested in customer service and sales.

How much does a client advisor earn?

A client advisor's average salary varies depending on the industry, location, and experience, but typically ranges from $40,000 to $70,000 annually. Many client advisors also earn commissions or bonuses based on sales performance, which can increase total compensation. Strong communication skills and product knowledge are important for success in this role.

What is the difference between Client Advisor vs Financial Consultant?

AspectClient AdvisorFinancial Consultant
Required CredentialsCertifications like CFP, Series 7, Series 63CFP, CFA, Series 7, Series 63
Work EnvironmentFinancial institutions, banks, wealth management firmsIndependent or firm-based, consulting firms, banks
Employer & Industry UsageUsed in banking and wealth management sectorsCommon in financial planning and investment advisory
Search & Comparison IntentClients seeking personalized financial adviceIndividuals or businesses seeking investment strategies

While both roles involve financial advice, Client Advisors typically work within banks or wealth management firms focusing on client relationships, whereas Financial Consultants often provide broader investment and financial planning services, sometimes independently. The choice depends on your specific financial needs and career interests.

What are the most commonly searched types of Client Advisor jobs in Oregon? The most popular types of Client Advisor jobs in Oregon are:
What are popular job titles related to Client Advisor jobs in Oregon? For Client Advisor jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Client Advisor jobs in Oregon look for? The top searched job categories for Client Advisor jobs in Oregon are:
What are popular job titles related to Client Advisor jobs in OR? For Client Advisor jobs in OR, the most frequently searched job titles are:
Client Advisor jobs near you
Infographic showing various Client Advisor job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 14% Part Time, 7% Contract, and 1% Nights. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $68,694 per year, or $33 per hour.

Private Client Advisor

KeyBank

Salem, OR • On-site

Full-time

Re-posted 4 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Location:
750 Lancaster Drive NE, Salem 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, and Centers of Influence, and maintain strong working relationships with all partners.
Essential Functions
  • Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
  • Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
  • Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
  • Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.
  • Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate.
  • Be an active member and participant of the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
  • Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
  • Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • High School Diploma or equivalent experience (required) or
  • Bachelor's Degree (preferred)

Licenses and Certifications
  • FINRA Security Industry Essentials (SIE) Upon Hire (required)
  • FINRA License S7 Upon Hire (required)
  • FINRA License S66 or S63 and 65 Upon Hire (required)
  • Certified Financial Planner (CFP) (preferred)
  • Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
  • In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment. ()

Skills
  • Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space.
  • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
  • Strong client centric focus.
  • Proven ability to work as a collaborative team member.
  • Ability to use standard office equipment, proprietary financial services systems.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel
  • Occasional travel to include overnight stay.

Driving Requirements
  • May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

COMPENSATION AND BENEFITS
This position is eligible to earn commission and deferred incentive compensation.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 08/29/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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