Elite Wealth Planner — Advanced HNW Planning (Hybrid)

KeyCorp; Elkhart (IN); Hybrid; USD 96,000 - 181,000; Full time

Job summary

KeyCorp in Elkhart, IN is seeking a Wealth Planner responsible for delivering financial planning experience to high net worth clients. The Planner will collaborate with Relationship Managers to enhance client planning engagement and support advanced conversations including estate and wealth transfer planning.

This role requires a Bachelor's degree and a Certified Financial Planner (CFP) certification, along with a minimum of 5 years in financial planning.

Qualifications

• Minimum of 5 years in financial planning capacity providing financial planning advice to affluent clients.
• Minimum of 3 years providing financial planning advice to high-net-worth clients.

Responsibilities

• Deliver financial planning experience to high net worth clients.
• Collaborate with KPB Relationship Managers to enhance planning engagement.
• Support Advanced Planning conversations including risk management.
• Contribute to internal and client-facing content development.

Skills

Goals-based planning process

Coaching advisors

Financial planning software

Estate planning

Investment strategies

Education

Bachelor's degree in business related field

Certified Financial Planner (CFP)

Tools

Money Guide

Wealth Studios

Job description

KeyCorp in Elkhart, IN is seeking a Wealth Planner responsible for delivering financial planning experience to high net worth clients. The Planner will collaborate with Relationship Managers to enhance client planning engagement and support advanced conversations including estate and wealth transfer planning.

This role requires a Bachelor's degree and a Certified Financial Planner (CFP) certification, along with a minimum of 5 years in financial planning.