Key Private Bank Wealth Planner

Deliver advanced financial planning to Key Private Bank high-net-worth clients and prospects. Partner with Relationship Managers, Fiduciary, Insurance, and Investment teams to lead planning engagements, including risk management, estate/wealth transfer, and specialty planning such as portfolio management and succession. Coach and support advisors in-market, contribute to internal and client-facing planning content, and develop thought leadership for the Key Wealth Institute while coordinating with Central Planning to prepare and implement advice.