Senior Private Wealth Planner for High-Net-Worth

KeyBank; Akron (OH); On-site; USD 96,000 - 181,000; Full time

Job summary

KeyBank is seeking a Wealth Planner to deliver comprehensive financial planning for its Private Bank clients in the Akron/Canton area. You will collaborate with Relationship Managers to deepen client engagements and lead advanced planning conversations, including estate and wealth transfer planning.

The role requires a CFP, 5+ years in financial planning, and a track record of working with affluent clients. Expect in-office presence with flexible options where feasible.

Qualifications

• Minimum of 5 years in financial planning capacity providing financial planning advice to affluent clients.
• Minimum of 3 years providing financial planning advice to high-net-worth clients.
• Certified Financial Planner (CFP) is required.

Responsibilities

• Actively participate in Core Private Bank prospect, client, and COI meetings as the financial planning expert.
• Lead prospect, client, and COI planning engagements focused on Advanced Planning priorities.
• Collaborate with KPB Relationship Managers to proactively advise clients on age milestones, life events, and children/wealth planning opportunities.
• Partner with Fiduciary, Insurance, and Investment teammates to deliver the Key Planning experience.
• Provide in-market financial planning support and in-person coaching to KPB Relationship Managers to enhance planning acumen.

Skills

Financial planning

Client advisory

Estate planning

Wealth management

CRM tools

Education

Bachelor’s Degree in business related field or equivalent work experience

Tools

MoneyGuide

Wealth Studios

CRM systems

Job description

KeyBank is seeking a Wealth Planner to deliver comprehensive financial planning for its Private Bank clients in the Akron/Canton area. You will collaborate with Relationship Managers to deepen client engagements and lead advanced planning conversations, including estate and wealth transfer planning.

The role requires a CFP, 5+ years in financial planning, and a track record of working with affluent clients. Expect in-office presence with flexible options where feasible.