Senior Private Wealth Planner for High-Net-Worth Clients

KeyCorp; Naples (FL); On-site; USD 96,000 - 181,000; Full time

Benefits offered by this job

Health insurance

Job summary

KeyCorp in Naples, FL seeks a Wealth Planner to deliver comprehensive planning for high net worth clients within Key Private Bank. You will work with Relationship Managers to deepen relationships and lead Advanced Planning discussions, including estate and wealth transfer planning, risk management, and specialty planning.

You will also develop client-facing content, collaborate with fiduciary and portfolio teams, and coach associates to elevate planning capabilities, while ensuring compliant,

Qualifications

• 5 years in financial planning providing advice to affluent clients.
• 3 years advising high net worth clients preferred.
• CFP certification required.

Responsibilities

• Lead advanced planning engagements and visits with clients.
• Collaborate with Relationship Managers to grow planning engagement.
• Partner with fiduciary, insurance and investment teammates to deliver planning experience.
• Provide in-market financial planning support and coaching to RMs.

Skills

Financial planning

Client engagement

Collaboration

Relationship management

Advisory services

Education

Bachelor's degree in business

CFP certification

Tools

MoneyGuide

Wealth Studios

CRM tools

Job description

KeyCorp in Naples, FL seeks a Wealth Planner to deliver comprehensive planning for high net worth clients within Key Private Bank. You will work with Relationship Managers to deepen relationships and lead Advanced Planning discussions, including estate and wealth transfer planning, risk management, and specialty planning.

You will also develop client-facing content, collaborate with fiduciary and portfolio teams, and coach associates to elevate planning capabilities, while ensuring compliant,