Key Private Bank Wealth Planner
KeyBank(4 days ago)
About this role
The Wealth Planner at Key Private Bank is responsible for delivering comprehensive financial planning services to high net worth clients, working closely with Relationship Managers to deepen client relationships and support specialized planning initiatives. The role involves leading advanced planning conversations, contributing to content development, and collaborating with various teams to provide tailored advice. It requires a strong expertise in wealth management and client advisory within a high-net-worth environment.
Required Skills
- financial planning
- Estate Planning
- Wealth Transfer
- Retirement Strategies
- Investment Strategies
- Portfolio Construction
- Cash Flow Management
- Tax Planning
- CRM Tools
- Wealth Management
Qualifications
- CFP
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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