Senior UHNW Wealth Planner — Private Banking

KeyBank; Tacoma (WA); Hybrid; USD 116.000 - 216.000; Vollzeit

Zusammenfassung

KeyBank’s Private Bank seeks a Senior Wealth Planner to deliver comprehensive planning to high-net-worth clients and prospects. You will collaborate with Relationship Managers to deepen relationships and lead advanced planning conversations across estate, wealth transfer, and specialty planning.

You’ll contribute to content development and coordinate with Fiduciary, Insurance, Investment teams to execute planning solutions.

Qualifikationen

• Bachelor's degree in business related field or equivalent work experience (required).
• 7 years as financial advisor providing holistic, planning-based advice (preferred).
• 5 years in financial planning capacity providing financial planning advice to ultra-high net worth clients (required).
• Certified Financial Planner (CFP) (required).

Aufgaben

• Actively participate in prospect, client, and centers of influence meetings as financial planning expert for ultra-high net worth clients.
• Lead prospect, client and COI planning engagements when advising on Advanced Planning priorities.
• Collaborate with Relationship Managers to advise on age milestones and life events.
• Partner with Fiduciary, Insurance, Investment teammates to deliver planning experiences.
• Provide in-market financial planning support and coaching to Relationship Managers.
• Develop planning content and contribute to Key Wealth Institute.

Kenntnisse

Planning expertise

Client relationship mgmt

CRM experience

Team collaboration

Ausbildung

Bachelor's degree in business related field or equivalent work experience

CFP Certification

Tools

MoneyGuide

Wealth Studios

CRM tools

Jobbeschreibung

KeyBank’s Private Bank seeks a Senior Wealth Planner to deliver comprehensive planning to high-net-worth clients and prospects. You will collaborate with Relationship Managers to deepen relationships and lead advanced planning conversations across estate, wealth transfer, and specialty planning.

You’ll contribute to content development and coordinate with Fiduciary, Insurance, Investment teams to execute planning solutions.