Key Private Bank Wealth Planner

KeyCorp
Naples, Florida
Workplace: HybridFull timeUSD 96,000 - 181,000 annuallyFunction: Administration & Executive AssistanceExperience: 5+ yearsEducation: bachelorsSkills: ["Collaboration","Critical thinking","Persuasion","Problem solving"]

Deliver wealth planning expertise for Key Private Bank high net worth clients and prospects by partnering with Relationship Managers and other planning specialists. Lead essential and advanced planning conversations covering risk management, estate and wealth transfer, portfolio management, executive compensation, and business succession. Support prospect and COI engagements, coach advisors on planning processes, and contribute to internal and client-facing content development, including Key Wealth Institute thought leadership.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
KeyCorp
KeyCorp
1 day ago

Key Private Bank Wealth Planner

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Deliver wealth planning expertise for Key Private Bank high net worth clients and prospects by partnering with Relationship Managers and other planning specialists. Lead essential and advanced planning conversations covering risk management, estate and wealth transfer, portfolio management, executive compensation, and business succession. Support prospect and COI engagements, coach advisors on planning processes, and contribute to internal and client-facing content development, including Key Wealth Institute thought leadership.
Location: Naples, Florida
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Actively participate in Core Private Bank prospect, client, and centers of influence (COI) meetings as a financial planning expert.
  • •Lead prospect, client, and COI planning engagements for advanced planning priorities.
  • •Collaborate with Relationship Managers to reach out to clients on age milestones, life events, and children/wealth planning opportunities.
  • •Partner with fiduciary, insurance, and investment teammates to deliver the Key Planning experience to prospects and clients.
  • •Provide in-market financial planning support and coaching to Relationship Managers, and support internal and external planning content development.
Travel: Low travel

Pay and Benefits

Salary: USD 96,000 - 181,000 annually

Key Requirements

  • •Bachelor’s degree in a business-related field or equivalent work experience.
  • •5 years providing financial planning advice to affluent clients.
  • •3 years providing financial planning advice to high net worth clients (preferred).
  • •Certified Financial Planner (CFP) certification.
  • •Expertise in goals-based planning, including discovery, plan development and delivery.
Experience:5+ yearsFinancial planningAffluent clientsHigh-net-worth clients
Education:Bachelor's
Skills:CollaborationCritical thinkingPersuasionProblem solving
Certifications:Certified Financial Planner (CFP)
Tech Stack:MoneyGuideWealth StudiosCRM

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