Key Private Bank Wealth Planner

KeyCorp
Indiana, Indianapolis
Workplace: HybridFull timeUSD 96,000 - 181,000 annuallyFunction: Administration & Executive AssistanceExperience: 5+ yearsEducation: bachelorsSkills: ["Coaching","Collaboration","Communication","Teamwork","Responsiveness"]

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.

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FursaFursa
KeyCorp
KeyCorp
2 months ago

Key Private Bank Wealth Planner

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

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.
Location: Indiana, Indianapolis
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Serve as the financial planning expert in Core Private Bank prospect, client, and COI meetings.
  • •Lead advanced planning engagements focused on Essential and Advanced Planning priorities.
  • •Collaborate with Relationship Managers to advise clients on age milestones, life events, and children/wealth planning opportunities.
  • •Partner with Fiduciary, Insurance, and Investment teammates to deliver the Key Planning experience and prepare and implement advice.
  • •Support in-market coaching, develop planning content, and contribute thought leadership for the Key Wealth Institute.
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 (required).
  • •Minimum of 5 years providing financial planning advice to affluent clients (required).
  • •Minimum of 3 years providing financial planning advice to high-net-worth clients (preferred).
  • •Certified Financial Planner (CFP) (required).
  • •Skilled in financial planning software (Money Guide and Wealth Studios preferred) and working with CRM tools.
Experience:5+ yearsFinancial servicesWealth managementHigh-net-worthFinancial planning
Education:Bachelor's in business-related field
Skills:CoachingCollaborationCommunicationTeamworkResponsiveness
Certifications:Certified Financial Planner (CFP)CFP
Tech Stack:Money GuideWealth 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