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Wealth Planner at KeyBank - ApplyBlast

Wealth Planner

KeyBank

26 days ago

3.6 on Glassdoor

Syracuse, New York, United States

Hybrid

Full Time

Medior

0 applicants

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About this role

The Wealth Planner delivers comprehensive financial planning services to high net worth clients and prospects at Key Private Bank, collaborating closely with Relationship Managers to acquire and deepen client relationships. The role involves leading advanced planning conversations, including risk management, estate planning, and wealth transfer, while supporting essential planning opportunities. Additionally, the Planner contributes to content development and partners with internal teams to prepare and implement tailored financial advice.

Responsibilities

Deliver financial planning experience to high net worth clients and prospects
Lead advanced planning conversations including risk management and 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!