Key Private Bank Wealth Planner

Deliver wealth and advanced financial planning for Key Private Bank high-net-worth clients and prospects. Partner with Relationship Managers and specialized teams to lead prospect and COI planning engagements, cover essential planning priorities, and drive advanced conversations around risk management, estate/wealth transfer, and specialty planning. Support in-market coaching, collaborate on internal and client-facing planning content, and contribute thought leadership to the Key Wealth Institute across the Akron, Canton, Youngstown, Canfield, and Pittsburgh areas.