Senior Estate & Wealth Planner

KeyBank; Portland (OR); Hybrid; USD 116,000 - 216,000; Full time

Job summary

KeyBank seeks an Estate Planning Advisor to deliver comprehensive estate plans for high-net-worth individuals in collaboration with KPB Wealth Planners and outside attorneys. The role emphasizes trusts, tax optimization, asset protection, and wealth transfer strategies to preserve legacies and minimize tax exposure.

The advisor will partner with Key Private Bank teams to tailor strategies, educate clients through seminars, and manage ongoing reviews of wills and trusts to adapt to changing laws.

Qualifications

• 10 years estate planning, wealth management, or tax advisory for high-net-worth clients
• CFP, JD or ChFC licenses preferred
• Bachelor's degree in finance, accounting, law, or related field preferred

Responsibilities

• Serve as trusted advisor guiding clients through 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 and preserve wealth.
• Collaborate with attorneys, accountants, financial advisors, and private bankers to deliver holistic solutions.
• Educate clients on advanced estate planning strategies through seminars, workshops, and consultations.

Skills

Trusts and estate taxation

Analytical skills

Relationship-building

Cross-functional collaboration

Education

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

Job description

KeyBank seeks an Estate Planning Advisor to deliver comprehensive estate plans for high-net-worth individuals in collaboration with KPB Wealth Planners and outside attorneys. The role emphasizes trusts, tax optimization, asset protection, and wealth transfer strategies to preserve legacies and minimize tax exposure.

The advisor will partner with Key Private Bank teams to tailor strategies, educate clients through seminars, and manage ongoing reviews of wills and trusts to adapt to changing laws.