Family Wealth Senior Fiduciary Advisor
KeyBank(1 month ago)
About this role
The Sr. Fiduciary Advisor at KeyBank provides fiduciary advisory services to Ultra High Net Worth clients (net worth > $25M) and their beneficiaries. As a member of the Family Wealth relationship management team, the role delivers a family office experience, manages fiduciary risk, and serves as a primary contact for legacy relationships. The advisor collaborates across teams and external advisors to support sophisticated estate, tax, and financial planning needs.
Required Skills
- Fiduciary Advice
- Estate Planning
- Trust Administration
- Tax Planning
- Relationship Management
- Client Servicing
- Wealth Planning
- Compliance
- Onboarding
- Presentation Skills
Qualifications
- JD
- CPA
- LLM
- CTFA
- CFP
- Advanced Degree
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
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