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","Oral & written communication"]

Deliver financial planning for Key Private Bank high-net-worth clients and prospects by partnering with Relationship Managers to deepen relationships and lead advanced planning conversations. Provide expertise across risk management, estate and wealth transfer, and specialty planning such as portfolio management, executive compensation, and business succession. Support prospect and Center of Influence engagements, coach Relationship Managers, and collaborate with internal teams and strategists to prepare, deliver, and implement advice.

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FursaFursa
KeyCorp
KeyCorp
3 days ago

Key Private Bank Wealth Planner

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Last checked: 3 hours agoStatus: Live

Job Summary

Deliver financial planning for Key Private Bank high-net-worth clients and prospects by partnering with Relationship Managers to deepen relationships and lead advanced planning conversations. Provide expertise across risk management, estate and wealth transfer, and specialty planning such as portfolio management, executive compensation, and business succession. Support prospect and Center of Influence engagements, coach Relationship Managers, and collaborate with internal teams and strategists to prepare, deliver, and implement advice.
Location: Naples, Florida
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 Center of Influence (COI) meetings.
  • •Lead planning engagements for prospects, clients, and COIs on Advanced Planning priorities.
  • •Partner with Relationship Managers to reach out to clients about age milestones, life events, and children/wealth planning opportunities.
  • •Collaborate with fiduciary, insurance, and investment teams to deliver the Key Planning experience.
  • •Support internal and client-facing planning content development and contribute thought leadership to 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.
  • •5 years of financial planning experience providing financial planning advice to affluent clients.
  • •3 years providing financial planning advice to high net worth clients.
  • •Certified Financial Planner (CFP) certification.
  • •Expertise in goals-based planning (discovery, plan development, and delivery).
Experience:5+ yearsFinancial planningHigh net worthWealth management
Education:Bachelor's
Skills:CollaborationCritical thinkingPersuasionProblem solvingOral & written communication
Certifications: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