Key Private Bank Wealth Planner

KeyCorp; Naples, Northern (FL, KY); Hybrid; USD 92,000 - 181,000; Full time

Job summary

KeyCorp’s Key Private Bank in Florida seeks a Wealth Planner to deliver comprehensive financial planning to high net worth clients and prospects, collaborating with Relationship Managers to deepen relationships and increase planning engagement.

The role leads advanced planning conversations across risk, estate and wealth transfer, and specialty planning, with partners across Fiduciary, Insurance, and Investments, plus content development and coaching of advisors; strong communication and CRM

Qualifications

• 5 years in financial planning advising affluent clients.
• 3 years advising high net worth clients preferred.
• CFP certification required.
• Proficiency with planning tools MoneyGuide or Wealth Studios.

Responsibilities

• Lead advanced planning engagements on risk management, estate and wealth transfer planning.
• Collaborate with Relationship Managers to grow planning engagement.
• Support COI, prospects, and client meetings as planning expert.
• Develop in-market planning content and deliver advice.
• Coach advisors on the planning process and tools.

Skills

Goals-based planning

Coaching Advisors

Estate Modeling

CRM Tools

Education

Bachelor's degree in business related field

CFP certification

Tools

MoneyGuide

Wealth Studios

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. **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 BENEFITSThis 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 includeseligibility forshort-term incentive compensation and deferred incentive compensation subject to individual and company performance.Please click here for a list of benefits for which this position is eligible.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: 11/07/2026KeyCorp 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.