Key Private Bank Wealth Planner

KeyBank; Fort Myers (FL); On-site; USD 92,000 - 181,000; Full time

Job summary

KeyBank is seeking a Wealth Planner to deliver comprehensive financial planning to high-net-worth clients within Key Private Bank. You will work with Relationship Managers to deepen client relationships and drive planning engagement, leading advanced planning conversations, risk management, estate and wealth transfer planning.

You will also support content development, collaborate with fiduciary and portfolio strategists, and contribute to internal planning initiatives in a role that blends

Qualifications

• 5 years in financial planning providing advice to affluent clients
• CFP certification required
• 3 years providing financial planning to high net worth clients preferred

Responsibilities

• Actively participate in private bank meetings as financial planning expert
• Lead planning engagements on Advanced Planning priorities
• Collaborate with Relationship Managers to advise on milestones and wealth planning opportunities
• Partner with Fiduciary, Insurance, Investment teammates to deliver planning experience
• Provide in-market financial planning support and coaching to relationship managers
• Develop advisor skills in essential planning priorities
• Support content development projects and thought leadership in planning

Skills

financial planning

client advisory

CRM tools

communication

team collaboration

Education

Bachelor's degree in business

CFP certification

Tools

MoneyGuide

Wealth Studios

CRM software

Job description

Job Summary The Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients, and support prospect and Centers of Influence (COI) engagements. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). In addition, the Planner is expected to contribute to internal and client-facing content development, and will partner with Market Leaders, Regional Directors, Fiduciary and Portfolio Strategists as well as collaborate with Central Planning, to prepare, deliver and implement advice.

Location 3777 Tamiami North, Naples Florida

Responsibilities

• Actively participate in Core Private Bank prospect, client, and centers of influence (COI) meetings as financial planning expert.
• Lead prospect, client and COI planning engagements when advising on Advanced Planning priorities.
• Collaborate with KPB Relationship Managers to proactively reach out to clients to advise on age milestone, life events, and children/wealth planning opportunities.
• Partner with Fiduciary, Insurance, Investment teammates to deliver the Key Planning experience to prospects, clients, COIs, etc.
• Provide in-market financial planning support and coaching to KPB Relationship Managers to advance their planning acumen.
• Work with Market Leaders and partners to develop KPB Relationship Manager skills focused on Essential Planning priorities.
• Support internal and external planning content development projects.
• Contribute thought leadership on planning to Key Wealth Institute.
• 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 Qualifications

• Bachelor's Degree in business related field or equivalent work experience (required)

Experience Qualifications

• 5 years in financial planning capacity providing financial planning advice to affluent clients (required)
• 3 years providing financial planning advice to high net worth clients (preferred)

Licenses and Certifications

• Certified Financial Planner (CFP) (required)

Tactical Skills

• Expertise in goals-based planning process, including discovery, plan development and delivery.
• Ability to coach advisors on the planning process - technical and consultative.
• Experience in modeling estate, wealth transfer, multi-generational, liquidity event scenarios.
• Proficiency with planning tools (software) required. MoneyGuide, Wealth Studios preferred.
• Proven track record of working with high and ultra-high net worth families.
• Strong team player, responsive partner and effective collaborator.
• Experience working with CRM tools.

Personal Skills

• Collaboration
• Critical Thinking
• Persuasion
• Problem Solving

Practical Skills

• Business Acumen
• Oral & Written Communication
• Risk Management
• Storytelling

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

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.

Driving Requirements

• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Compensation And Benefits This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 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. This position is eligible to earn a base salary in the range of $92,000.00 to $172,000.00 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. 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.

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].