Senior Estate Planner – Wealth Transfer & Tax Strategy

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

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.