Key Private Bank Estate Planning Advisor

KeyBank; Tacoma (WA); Hybrid; USD 116,000 - 216,000; Full time

Job summary

KeyBank is seeking an Estate Planning Advisor to deliver comprehensive estate planning for high-net-worth families. You will craft customized trust structures, optimize taxes, and coordinate with KPB wealth teams to protect assets and preserve legacies.

You will build long-term client relationships, stay current on changing laws, and educate partners on advanced planning strategies in a collaborative, in-office with hybrid options environment.

Qualifications

• Experience in high-net-worth estate planning and wealth management.
• Knowledge of trusts, tax optimization, and asset protection.
• Ability to collaborate with attorneys, CPAs, and private bankers.
• CFP or JD credentials are preferred.

Responsibilities

• Lead estate planning for high-net-worth clients with trust structures.
• Develop tax-efficient wealth transfer and succession plans.
• Advise on liquidity needs, probate avoidance, and family governance.
• Collaborate with KPB Wealth Planners and private bankers to deliver holistic plans.
• Educate clients and partners on advanced estate planning strategies.

Skills

Estate planning

Wealth management

Tax planning

Client relationship

Legal coordination

Education

Bachelor's degree in finance, accounting, law, or related field

Job description

Location

1301 5th Avenue, Seattle Washington

Job Summary

The Estate Planning Advisor provides comprehensive estate planning solutions for high-net-worth individuals and families. This role requires deep expertise in trusts, tax optimization, asset protection, and wealth transfer strategies, ensuring clients preserve their legacies while minimizing tax exposure. The Advisor will work closely with legal experts, financial advisors, and the Key Private Bank teams to craft customized estate plans tailored to clients' financial goals.

Essential Functions

• Serve as a trusted advisor, guiding clients through complex estate planning decisions.
• Develop sophisticated estate plans for high-net-worth clients, including trust structures, charitable giving strategies, and asset protection measures.
• Provide tax-efficient wealth transfer solutions to minimize estate, inheritance, and gift taxes.
• Advise clients on estate liquidity needs, probate avoidance, and succession planning for family businesses.
• Conduct comprehensive reviews of wills, trusts, and existing estate arrangements to identify optimization opportunities. Work closely with KPB Wealth Planners to create/deliver comprehensive wealth planning solutions.
• Collaborate with attorneys, accountants, financial advisors, and private bankers to deliver holistic financial solutions.
• Build and maintain long-term relationships with high-net-worth individuals and family offices.
• Ensure confidentiality and discretion when handling sensitive financial and estate matters.
• Stay updated on estate laws, tax regulations, and fiduciary requirements.
• Identify and mitigate legal and financial risks associated with estate structures.
• Conduct periodic estate reviews to adapt strategies to changing tax laws and client circumstances.
• Serve as an in-market SME on estate planning issues, which may include developing and delivering estate planning-focused training to KPB Relationship Managers, Market Leaders, and other key partners.
• Educate clients on advanced estate planning strategies through seminars, workshops, and consultations.
• Cultivate relationships with referral sources, including attorneys, financial professionals, and family offices. Partner with and support KPB regional and market leadership to promote advanced planning capabilities with COIs and internal collaboration partners.
• Monitor industry trends, legislative changes, and emerging estate planning opportunities.
• Contribute to the firm's growth and reputation as a leading provider of estate planning for high-net-worth clients.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education

• Bachelor's Degree in finance, accounting, law, or a related field, or equivalent experience (preferred)

Work Experience

• 10 years estate planning, wealth management, or tax advisory for high-net-worth clients (required)

Licenses and Certifications

• Certified Financial Planner (CFP) (preferred)
• Licensed Attorney/JD (varies by state) (preferred)
• Chartered Financial Consultant (ChFC) (preferred)

Skills

• Strong knowledge of trusts, estate taxation, charitable giving, and multi-generational wealth planning.
• Exceptional analytical, communication, and relationship-building skills.
• Experience collaborating with attorneys, financial advisors, and tax professionals.
• Expertise in wealth preservation, asset protection, and family governance strategies.

Core Competencies

• All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel

• Occasional travel to include overnight stay.

Work Location Category

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 11/01/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [e-mail].

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