Senior Estate Planning & Wealth Strategy Advisor

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

Job summary

KeyCorp is seeking an Estate Planning Advisor in Seattle to deliver comprehensive estate planning solutions for high-net-worth individuals and families. You will develop trust structures, optimize taxes, and coordinate with Key Private Bank teams to craft tailored plans that preserve legacies while minimizing tax exposure.

In this role you will work with attorneys, accountants, and financial advisors, staying updated on estate laws and fiduciary requirements.

Qualifications

• 10 years estate planning, wealth management, or tax advisory for high-net-worth clients (required).
• Bachelor’s degree in finance, accounting, law or related field (preferred).
• CFP/ChFC/JD or equivalent licenses are desirable.

Responsibilities

• Develop sophisticated estate plans for high-net-worth clients, including trusts and charitable giving.
• Provide tax-efficient wealth transfer solutions and fiduciary guidance.
• Advise on liquidity, probate avoidance, and succession planning for families.
• Review wills and trusts, identifying optimization opportunities and staying compliant.
• Collaborate with Key Private Bank, attorneys, accountants, and advisors to deliver holistic planning.

Skills

Trusts and estate taxation

Wealth planning

Relationships and communication

Collaboration with professionals

Education

Bachelor's degree in finance, accounting, law

Job description

KeyCorp is seeking an Estate Planning Advisor in Seattle to deliver comprehensive estate planning solutions for high-net-worth individuals and families. You will develop trust structures, optimize taxes, and coordinate with Key Private Bank teams to craft tailored plans that preserve legacies while minimizing tax exposure.

In this role you will work with attorneys, accountants, and financial advisors, staying updated on estate laws and fiduciary requirements.