Key Private Bank Estate Planning Advisor

KeyCorp
Seattle
Workplace: HybridFull timeUSD 116,000 - 216,000 annuallyFunction: Finance & AccountingExperience: 10+ yearsEducation: bachelorsSkills: ["Analytical","Communication","Relationship-building"]

Provide comprehensive estate planning solutions for high-net-worth individuals and families, advising on trusts, tax-efficient wealth transfer, asset protection, probate avoidance, and succession planning. Partner with legal experts, tax professionals, and Key Private Bank teams to design tailored strategies and conduct periodic reviews as laws and client circumstances change. Serve as an in-market SME through client education and internal training while building long-term relationships with family offices and referral sources.

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KeyCorp
KeyCorp
1 day ago

Key Private Bank Estate Planning Advisor

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Last checked: 10 hours agoStatus: Live

Job Summary

Provide comprehensive estate planning solutions for high-net-worth individuals and families, advising on trusts, tax-efficient wealth transfer, asset protection, probate avoidance, and succession planning. Partner with legal experts, tax professionals, and Key Private Bank teams to design tailored strategies and conduct periodic reviews as laws and client circumstances change. Serve as an in-market SME through client education and internal training while building long-term relationships with family offices and referral sources.
Location: Seattle
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting

Key Responsibilities

  • •Guide clients through complex estate planning decisions as a trusted advisor.
  • •Develop estate plans for high-net-worth clients, including trust structures, charitable giving, and asset protection measures.
  • •Provide tax-efficient wealth transfer solutions to minimize estate, inheritance, and gift taxes.
  • •Review and optimize wills, trusts, and existing estate arrangements; adapt strategies to changing laws and circumstances.
  • •Educate clients and internal partners on advanced estate planning strategies and build/refine referral relationships.
Travel: Low travel

Pay and Benefits

Salary: USD 116,000 - 216,000 annually

Key Requirements

  • •10 years of estate planning, wealth management, or tax advisory experience for high-net-worth clients (required).
  • •Strong knowledge of trusts, estate taxation, charitable giving, and multi-generational wealth planning.
  • •Expertise in wealth preservation, asset protection, and family governance strategies.
  • •Experience collaborating with attorneys, financial advisors, and tax professionals.
  • •Bachelor's degree in finance, accounting, law, or related field, or equivalent experience (preferred).
Experience:10+ years
Education:Bachelor's in finance, accounting, law, or a related field
Skills:AnalyticalCommunicationRelationship-building
Certifications:Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)Licensed Attorney/JD

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn