Senior Private Wealth Planner - Advanced Planning

KeyCorp; City of Syracuse (NY); Hybrid; USD 92,000 - 172,000; Full time

Job summary

KeyCorp's Wealth Planning group seeks a Planner to deliver comprehensive financial planning for Key Private Bank high net worth clients and prospects in Syracuse. You will partner with Relationship Managers to deepen relationships and lead advanced planning, including estate, wealth transfer, and risk management.

You will also contribute to content development and collaborate with fiduciary, insurance and investment teams to execute tailored planning solutions.

Qualifications

• Bachelor's degree in a business-related field is required.
• CFP certification is required for the role.
• 5 years of financial planning experience for affluent clients.

Responsibilities

• Lead planning engagements for high net worth clients and COIs.
• Collaborate with Relationship Managers to advance planning opportunities.
• Support advanced planning priorities including estate, wealth transfer and risk management.
• Develop in-market financial planning content and thought leadership.
• Work with fiduciary, insurance and investment teammates to deliver planning.
• Coach advisors on the planning process and tools.
• Travel as needed for meetings and client engagements.

Skills

Collaboration

Critical Thinking

Persuasion

Problem Solving

Business Acumen

Oral & Written Communication

Risk Management

Storytelling

Education

Bachelor's Degree in business related field

Tools

MoneyGuide

Wealth Studios

Job description

KeyCorp's Wealth Planning group seeks a Planner to deliver comprehensive financial planning for Key Private Bank high net worth clients and prospects in Syracuse. You will partner with Relationship Managers to deepen relationships and lead advanced planning, including estate, wealth transfer, and risk management.

You will also contribute to content development and collaborate with fiduciary, insurance and investment teams to execute tailored planning solutions.