Senior Private Wealth Planner for High Net Worth

KeyBank; Naples (FL); Hybrid; USD 92,000 - 181,000; Full time

Job summary

KeyCorp’s Key Private Bank in Florida seeks a Wealth Planner to deliver comprehensive financial planning to high net worth clients and prospects, collaborating with Relationship Managers to deepen relationships and increase planning engagement.

The role leads advanced planning conversations across risk, estate and wealth transfer, and specialty planning, with partners across Fiduciary, Insurance, and Investments, plus content development and coaching of advisors; strong communication and CRM

Qualifications

• 5 years in financial planning advising affluent clients.
• 3 years advising high net worth clients preferred.
• CFP certification required.
• Proficiency with planning tools MoneyGuide or Wealth Studios.

Responsibilities

• Lead advanced planning engagements on risk management, estate and wealth transfer planning.
• Collaborate with Relationship Managers to grow planning engagement.
• Support COI, prospects, and client meetings as planning expert.
• Develop in-market planning content and deliver advice.
• Coach advisors on the planning process and tools.

Skills

Goals-based planning

Coaching Advisors

Estate Modeling

CRM Tools

Education

Bachelor's degree in business related field

CFP certification

Tools

MoneyGuide

Wealth Studios

Job description

KeyCorp’s Key Private Bank in Florida seeks a Wealth Planner to deliver comprehensive financial planning to high net worth clients and prospects, collaborating with Relationship Managers to deepen relationships and increase planning engagement.

The role leads advanced planning conversations across risk, estate and wealth transfer, and specialty planning, with partners across Fiduciary, Insurance, and Investments, plus content development and coaching of advisors; strong communication and CRM