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Wealth Planner at KeyBank - ApplyBlast

Wealth Planner

KeyBank

2 months ago

3.6 on Glassdoor

Fort Myers, Florida, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Wealth Planner delivers comprehensive financial planning services to Key Private Bank high‑net‑worth clients and prospects, collaborating closely with Relationship Managers and various specialist partners. The role involves leading advanced planning conversations, supporting essential planning initiatives, and contributing to both client‑facing and internal content development.

Responsibilities

Lead prospect, client and COI planning engagements on advanced planning priorities
Collaborate with Relationship Managers to deliver financial planning and coaching
Develop and deliver internal and external planning content and thought leadership

Skills

Qualifications

Bachelor's Degree in business related fieldCertified 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!