Senior Private Wealth Planner

KeyCorp; Elkhart (IN); On-site; USD 96,000 - 181,000; Full time

Job summary

KeyCorp's Wealth Planner position at Key Private Bank focuses on delivering comprehensive planning to high net worth clients. You will work with Relationship Managers to deepen relationships and advance essential and advanced planning conversations, including estate, wealth transfer, and transaction planning, while collaborating with fiduciary and investment teams.

The role requires a CFP, a bachelor's in business, and 5+ years of planning experience, with a strong emphasis on client education

Qualifications

• Bachelor's degree in business or equivalent work experience required.
• Certified Financial Planner (CFP) certification is required.
• Minimum 5 years of financial planning experience for affluent clients.

Responsibilities

• Act as the financial planning expert in client and COI meetings.
• Lead planning engagements focused on Advanced Planning priorities.
• Advise on age milestones, life events, and wealth planning opportunities.
• Collaborate with fiduciary, insurance, and investment teammates to deliver planning.
• Provide in-market financial planning support and coaching to Relationship Managers.
• Contribute to content development and thought leadership in planning.

Skills

CFP

Goals-based planning

Estate planning

CRM tools

Portfolio planning

Retirement planning

Tax strategy

Wealth transfer

Education

Bachelor's degree in business

Tools

Money Guide

Wealth Studios

Job description

KeyCorp's Wealth Planner position at Key Private Bank focuses on delivering comprehensive planning to high net worth clients. You will work with Relationship Managers to deepen relationships and advance essential and advanced planning conversations, including estate, wealth transfer, and transaction planning, while collaborating with fiduciary and investment teams.

The role requires a CFP, a bachelor's in business, and 5+ years of planning experience, with a strong emphasis on client education