Key Private Bank Wealth Planner
KeyBank
About this role
A Wealth Planner at KeyBank provides financial planning expertise to high net worth clients and prospects, focusing on advanced planning priorities such as risk management, estate planning, and wealth transfer. The role involves collaboration with relationship managers and other specialists to deliver comprehensive financial solutions and support internal content development.
Skills
Qualifications
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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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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for KeyBank.
Salary
$96k – $181k
per year