Hybrid UHNW Wealth Planner & Estate Strategy Lead

KeyBank; Tacoma (WA); Hybride; USD 116 000 - 216 000; Plein temps

Résumé du poste

KeyBank is seeking a Senior Wealth Planner to deliver comprehensive financial planning for its private bank clients. You will partner with Relationship Managers to deepen client engagements and lead advanced planning conversations including estate and wealth transfer planning.

The role requires CFP certification, 7+ years of advisory experience, and collaboration across fiduciary, insurance, and investment teams to execute the Key Planning experience.

Qualifications

• Bachelor's degree in business related field or equivalent work experience required.
• CFP certification required.

Responsabilités

• Participate in meetings as financial planning expert for ultra-high-net-worth clients.
• Lead planning engagements on Advanced Planning priorities.
• Collaborate with Relationship Managers to advise on age milestones and wealth planning opportunities.
• Partner with Fiduciary, Insurance, Investment teammates to deliver planning experiences.
• Provide in-market financial planning support and coaching to Relationship Managers.
• Develop Relationship Manager skills focused on planning priorities.
• Support content development projects and contribute thought leadership.

Connaissances

Client relationship management

Team collaboration

Coaching Relationship Managers

Financial planning process

Communication skills

Formation

Bachelor's degree or equivalent

Certified Financial Planner (CFP)

Outils

MoneyGuide

Wealth Studios

CRM tools

Description du poste

KeyBank is seeking a Senior Wealth Planner to deliver comprehensive financial planning for its private bank clients. You will partner with Relationship Managers to deepen client engagements and lead advanced planning conversations including estate and wealth transfer planning.

The role requires CFP certification, 7+ years of advisory experience, and collaboration across fiduciary, insurance, and investment teams to execute the Key Planning experience.