KeyBank

Family Wealth Sr. Fiduciary Advisor

KeyBank

2 months ago
Plymouth Meeting, PA
Hybrid
Full Time
Senior
0 applicants
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KeyBank
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About this role

The Sr. Fiduciary Advisor at KeyBank is responsible for providing comprehensive advisory services to Ultra High Net Worth clients, ensuring fiduciary responsibilities are met while delivering a sophisticated client experience. This role involves collaboration with the Family Wealth management team to attract and deepen client relationships, addressing their complex estate and financial planning needs.

Skills

Qualifications

JDCPACFP
KeyBank

About KeyBank

key.com

Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!

About KeyBank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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