Key Private Bank Senior Wealth Planner

KeyCorp
United States
Workplace: HybridFull timeUSD 116,000 - 216,000 annuallyFunction: Administration & Executive AssistanceExperience: 5+ yearsEducation: bachelorsSkills: ["Collaboration","Critical Thinking","Persuasion","Problem Solving","Oral & Written Communication"]

Deliver advanced financial planning for Key Private Bank high- and ultra-high-net-worth clients and prospects. Partner with Relationship Managers and internal specialists to lead Essential and Advanced Planning engagements, including risk management and complex estate and wealth transfer planning. Support client acquisition and Centers of Influence (COIs), coach Relationship Managers on planning expertise, and contribute to internal and client-facing planning content development while collaborating across Family Wealth Office teams.

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FursaFursa
KeyCorp
KeyCorp
1 week ago

Key Private Bank Senior Wealth Planner

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Last checked: 4 hours agoStatus: Live

Job Summary

Deliver advanced financial planning for Key Private Bank high- and ultra-high-net-worth clients and prospects. Partner with Relationship Managers and internal specialists to lead Essential and Advanced Planning engagements, including risk management and complex estate and wealth transfer planning. Support client acquisition and Centers of Influence (COIs), coach Relationship Managers on planning expertise, and contribute to internal and client-facing planning content development while collaborating across Family Wealth Office teams.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Act as financial planning expert in prospect, client, and COI meetings for ultra-high net worth clients within Key Private Bank.
  • •Lead planning engagements advising on Advanced Planning priorities for prospects, clients, and COIs.
  • •Collaborate with Relationship Managers to reach out to clients about age milestones, life events, and children/wealth planning opportunities.
  • •Partner with fiduciary, insurance, and investment teammates to deliver the Key Planning experience.
  • •Coach Relationship Managers and contribute to internal and client-facing planning content and thought leadership.
Travel: Low travel

Pay and Benefits

Salary: USD 116,000 - 216,000 annually

Key Requirements

  • •Bachelor’s degree in a business-related field (or equivalent work experience).
  • •5 years providing financial planning advice to ultra-high net worth clients (required).
  • •Certified Financial Planner (CFP) certification (required).
  • •Expertise in goals-based planning (discovery, plan development, delivery).
  • •Proficiency with planning tools (software); MoneyGuide and Wealth Studios preferred.
Experience:5+ yearsWealth managementEstate planningUltra-high-net-worth clientsHigh-net-worth families
Education:Bachelor's
Skills:CollaborationCritical ThinkingPersuasionProblem SolvingOral & Written Communication
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