Senior Private Wealth Planner for High-Net-Worth Clients

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

Job summary

KeyBank is seeking a Wealth Planner for its Private Bank in Naples, FL. You will deliver comprehensive financial planning for high-net-worth clients and collaborate with Relationship Managers to grow planning engagement.

The role requires CFP certification, 5 years of financial planning experience with affluent clients, and strong collaboration with fiduciary and investment teams. On-site role with occasional travel.

Qualifications

• Bachelor's degree or equivalent work experience required.
• CFP certification required.
• 5+ years in financial planning advising affluent clients.
• 3+ years advising high-net-worth clients (preferred).

Responsibilities

• Lead financial planning engagements for private bank clients and COIs.
• Collaborate with Relationship Managers to deepen planning opportunities.
• Partner with fiduciary, insurance, and investment teams to deliver planning.
• Provide in-market planning support and coaching to advisors.

Skills

Goals-based planning

Advisor coaching

Estate & wealth transfer modeling

Client relationship management

CRM proficiency

Education

Bachelor's Degree in business-related field or equivalent

CFP certification

Tools

MoneyGuide

Wealth Studios

CRM software

Job description

KeyBank is seeking a Wealth Planner for its Private Bank in Naples, FL. You will deliver comprehensive financial planning for high-net-worth clients and collaborate with Relationship Managers to grow planning engagement.

The role requires CFP certification, 5 years of financial planning experience with affluent clients, and strong collaboration with fiduciary and investment teams. On-site role with occasional travel.