Lead UHNW Wealth Planner & Strategy Advisor

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

Job summary

The Senior Wealth Planner at KeyBank's Private Bank will deliver comprehensive financial planning for high-net-worth clients, collaborating with Relationship Managers to deepen relationships and expand planning engagement, including advanced planning and complex estate and wealth transfer scenarios.

The planner will contribute to content development, partner with fiduciary and investment teams, coach Relationship Managers, and support planning thought leadership through Key Wealth Institute,

Qualifications

• Bachelor's degree in business related field or equivalent work experience.
• 7 years as financial advisor providing holistic, planning-based advice (preferred)
• 5 years in financial planning capacity providing financial planning advice to ultra-high net worth clients (required)

Responsibilities

• Actively participate in prospect, client, and centers of influence (COI) meetings as financial planning expert for Key Private Bank ultra-high net worth clients with Key's Family Wealth Office and Core Private Bank business.
• 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. within Key's Family Wealth Office and Core Private Bank business.
• 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.

Skills

Goals-based planning

Estate modeling

CRM tools

Client advisory

Education

Bachelor's degree in business related field

Tools

MoneyGuide

Wealth Studios

Job description

The Senior Wealth Planner at KeyBank's Private Bank will deliver comprehensive financial planning for high-net-worth clients, collaborating with Relationship Managers to deepen relationships and expand planning engagement, including advanced planning and complex estate and wealth transfer scenarios.

The planner will contribute to content development, partner with fiduciary and investment teams, coach Relationship Managers, and support planning thought leadership through Key Wealth Institute,