Senior Wealth Planner, Private Banking for High Net Worth

KeyCorp; Westlake (OH); Hybrid; USD 96,000 - 181,000; Full time

Job summary

KeyCorp is seeking a Wealth Planner to deliver comprehensive planning for Key Private Bank high-net-worth clients across Akron, Canton, Youngstown, Canfield, and Pittsburgh areas. You will work with Relationship Managers to deepen relationships, lead advanced planning conversations on estate, wealth transfer, and specialty planning, and help create client-facing planning content.

The role requires CFP certification, a Bachelor’s degree, and at least 5 years of senior financial planning

Qualifications

• Bachelor’s degree in business or related field.
• Minimum of 5 years in financial planning for affluent clients.
• CFP certification is required.
• Experience serving high-net-worth clients preferred.

Responsibilities

• Actively participate in prospect, client, and COI meetings as the financial planning expert.
• Lead planning engagements focused on Advanced Planning priorities.
• Collaborate with Relationship Managers to advise on milestones and wealth planning opportunities.
• Partner with fiduciary, insurance, and investment teammates to deliver planning experience.
• Provide in-market financial planning support and coaching to Relationship Managers.
• Develop content with Market Leaders and Central Planning collaboration.
• Support internal and external planning content development projects.
• Contribute thought leadership on planning to the Key Wealth Institute.
• Performs other duties as assigned; complies with policies.

Skills

Goals-based planning

Coaching advisors

Estate & wealth transfer modeling

Asset allocation knowledge

Retirement income planning

Tax-efficient withdrawal planning

Education

Bachelor’s Degree in business

Tools

MoneyGuide

Wealth Studios

Job description

KeyCorp is seeking a Wealth Planner to deliver comprehensive planning for Key Private Bank high-net-worth clients across Akron, Canton, Youngstown, Canfield, and Pittsburgh areas. You will work with Relationship Managers to deepen relationships, lead advanced planning conversations on estate, wealth transfer, and specialty planning, and help create client-facing planning content.

The role requires CFP certification, a Bachelor’s degree, and at least 5 years of senior financial planning