Senior Estate Planning & Wealth Transfer Advisor

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

Job summary

KeyBank's estate planning team in Seattle seeks an experienced Estate Planning Advisor to deliver sophisticated planning solutions for high-net-worth clients. You will work with KPB Wealth Planners and external professionals to craft customized trusts, tax optimization, and wealth-transfer strategies.

The role requires deep expertise in estate planning, fiduciary matters, and client relationship management, with a focus on preserving legacies and minimizing taxes.

Qualifications

• 10 years of estate planning, wealth management, or tax advisory experience for high-net-worth clients.
• Bachelor's Degree in finance, accounting, law, or related field (preferred).
• CFP, JD, or ChFC are preferred licenses/certifications.

Responsibilities

• Serve as trusted advisor guiding complex estate planning decisions.
• Develop sophisticated estate plans for high-net-worth clients including trusts and asset protection.
• Provide tax-efficient wealth transfer solutions to minimize taxes.
• Collaborate with attorneys, accountants, and private bankers to deliver holistic wealth planning.
• Educate clients on advanced estate planning strategies through seminars and consultations.
• Build long-term relationships with high-net-worth individuals and family offices.

Skills

Trusts & estate planning

Analytical skills

Client relationship skills

Wealth management knowledge

Communication skills

Education

Bachelor's degree in finance, accounting, law, or related field

CFP

JD or Licensed Attorney

ChFC

Job description

KeyBank's estate planning team in Seattle seeks an experienced Estate Planning Advisor to deliver sophisticated planning solutions for high-net-worth clients. You will work with KPB Wealth Planners and external professionals to craft customized trusts, tax optimization, and wealth-transfer strategies.

The role requires deep expertise in estate planning, fiduciary matters, and client relationship management, with a focus on preserving legacies and minimizing taxes.