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Mass Affluent Jobs in Oregon (NOW HIRING)

KeyCorp

Private Client Advisor

Estacada, OR · On-site

$100 - $125/hr

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 ...

New

Keybank

Private Client Advisor

Portland, OR

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 ...

Keybank

Private Client Advisor

Salem, OR

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 ...

KeyBank

Private Client Advisor

Lake Oswego, OR · On-site

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 ...

Keybank

Private Client Advisor

Medford, OR

$55K/yr

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 ...

Keybank

Private Client Advisor

Estacada, OR

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 ...

Keybank

Private Client Advisor

Beaverton, OR

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 ...

KeyCorp

Private Client Advisor

Lake Oswego, OR · On-site

$100 - $125/hr

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 ...

New

KeyBank

Private Client Advisor

Salem, OR · On-site

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 ...

Keybank

Private Client Advisor

Lake Oswego, OR

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 ...

KeyBank

Private Client Advisor

Beaverton, OR · On-site

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 ...

KeyBank

Private Client Advisor

Portland, OR · On-site

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 ...

KeyCorp

Private Client Advisor

Beaverton, OR · On-site

$80 - $100/hr

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 ...

New

KeyBank

Private Client Advisor

Medford, OR · On-site

$55K/yr

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 ...

KeyBank

Private Client Advisor

Estacada, OR · On-site

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 ...

KeyCorp

Private Client Advisor

Salem, OR · On-site

$100 - $125/hr

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 ...

KeyBank

$23/hr

KIS provides investment guidance, planning services, investment and insurance products to Key's mass and mass affluent customer base. We help customers plan for retirement, educate their families ...

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Mass Affluent information

What is a mass affluent?

Mass Affluent professionals typically work in financial services, focusing on clients who have investable assets that are significant but not high enough to qualify as high-net-worth individuals. They develop financial plans, advise on investment strategies, and offer tailored banking products to help these clients grow and manage their wealth. Their goal is to provide personalized service and help clients achieve their financial objectives, such as saving for retirement, education, or major purchases.

What skills and qualifications are needed to thrive as a mass affluent relationship manager?

To thrive as a Mass Affluent Relationship Manager, you need a solid background in finance or business, in-depth knowledge of investment products, and relevant certifications such as FINRA Series 7 or CFP. Expertise in CRM platforms, financial planning software, and compliance systems is typically required. Exceptional interpersonal skills, active listening, and the ability to build trust with clients are crucial for success in this role. These skills ensure effective portfolio management, regulatory compliance, and long-term client satisfaction in a competitive financial services environment.

What challenges do mass affluent relationship managers face when working with high-net-worth clients?

Mass Affluent Relationship Managers often encounter the challenge of balancing personalized service with a large client portfolio. High-net-worth clients expect tailored financial advice and proactive communication, which requires staying up-to-date with market trends and regulatory changes. Additionally, managing complex financial products and ensuring compliance with internal and external policies can add to the workload. Effective time management and strong interpersonal skills are essential to succeed in this dynamic environment.

What is the difference between Mass Affluent vs High Net Worth Individual?

AspectMass AffluentHigh Net Worth Individual
Typical Assets$100,000 to $1 million in investable assets$1 million or more in investable assets
Work EnvironmentFinancial advisory firms, banks, wealth managementPrivate banks, family offices, specialized wealth management
CredentialsFinancial advisors, CFP, CFA often serve bothSame credentials, but clients require more personalized services
Industry UsageCommonly targeted segment in retail banking and wealth managementExclusive clientele, more personalized and bespoke services

The main difference between Mass Affluent and High Net Worth Individuals lies in their asset levels and service needs. Mass Affluent clients typically have investable assets between $100,000 and $1 million, while High Net Worth Individuals possess over $1 million. Financial institutions often serve both groups with similar credentials, but the level of personalized service and exclusivity increases with HNW clients.

What are popular job titles related to Mass Affluent jobs in Oregon?

For Mass Affluent jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Mass Affluent jobs in Oregon look for?

The top searched job categories for Mass Affluent jobs in Oregon are:

Mass Affluent jobs near you
Infographic showing various Mass Affluent job openings in Oregon as of August 2026, with employment types broken down into 68% Full Time, 31% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Private Client Advisor - Grow Mass Affluent Wealth

COMFORT SYSTEMS

Portland, OR • On-site

$80 - $100/hr

Other

Posted 6 days ago

Job description

COMFORT SYSTEMS is seeking a Private Client Advisor to focus on our Mass Affluent client base in Portland, Oregon. This role involves providing tailored investment solutions and maintaining strong relationships with clients and partners. The Advisor will host financial wellness conversations and manage investment services for clients with significant investable assets.

We are looking for candidates with strong sales skills, a passion for client relationship management, and the necessary FINRA licenses. This is an exciting opportunity to contribute to the financial wellness of our clients while working in a supportive and inclusive environment.

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