Senior Wealth Planner — Private Bank (Advanced Planning)

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

Job summary

KeyBank is seeking a Wealth Planner for Key Private Bank coverage across Akron, Canton, Youngstown, Canfield and Pittsburgh. You will lead advanced planning conversations, partner with Relationship Managers, and deliver sophisticated planning for high-net-worth clients.

You will support essential and advanced planning initiatives, including estate and wealth transfer, portfolio planning, and family succession strategies, while contributing to client-facing content with Market Leaders and

Qualifications

• Bachelor's degree in business related field or equivalent work experience.
• Minimum of 5 years in financial planning capacity providing financial planning advice to affluent clients.
• Certified Financial Planner (CFP) is required; experience with high-net-worth clients preferred.

Responsibilities

• Actively participate in Core Private Bank prospect, client, and COI meetings as the financial planning expert.
• Lead advanced planning engagements focused on Essential Planning priorities and coordinate with Relationship Managers.
• Collaborate 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.
• Contribute thought leadership on planning to the Key Wealth Institute and support related content projects.

Skills

Goals-based planning

Estate & wealth transfer

Team collaboration

CRM proficiency

Investment knowledge

Cash flow & liquidity planning

Retirement income planning

Multi-generational wealth

Education

Bachelor's degree in business or equivalent

Certified Financial Planner (CFP)

Tools

MoneyGuide

Wealth Studios

CRM tools

Job description

KeyBank is seeking a Wealth Planner for Key Private Bank coverage across Akron, Canton, Youngstown, Canfield and Pittsburgh. You will lead advanced planning conversations, partner with Relationship Managers, and deliver sophisticated planning for high-net-worth clients.

You will support essential and advanced planning initiatives, including estate and wealth transfer, portfolio planning, and family succession strategies, while contributing to client-facing content with Market Leaders and