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Senior Wealth Planner at KeyBank - ApplyBlast

Senior Wealth Planner

KeyBank

1 month ago

3.6 on Glassdoor

Tacoma, Washington, United States

Hybrid

Full Time

Senior

0 applicants

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About this role

The Senior Wealth Planner delivers comprehensive financial planning services to high-net worth and ultra-high net worth clients at Key Private Bank. This role involves collaborating with Relationship Managers to deepen client relationships, lead advanced planning conversations, and support prospect engagements. The position requires expertise in complex estate planning, risk management, and wealth transfer strategies to provide tailored financial advice.

Responsibilities

Deliver financial planning experience to high-net worth and ultra-high net worth clients
Lead advanced planning conversations including risk management and complex estate planning
Collaborate with relationship managers to acquire and deepen client relationships

Skills

Qualifications

Certified Financial Planner (CFP)

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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