Key Private Bank Wealth Planner

Description:

The Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients, and support prospect and Centers of Influence (COI) engagements. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). In addition, the Planner is expected to contribute to internal and client-facing content development, and will partner with Market Leaders, Regional Directors, Fiduciary and Portfolio Strategists as well as collaborate with Central Planning, to prepare, deliver and implement advice.

Responsibilities
 

• Actively participate in Core Private Bank prospect, client, and centers of influence (COI) meetings as financial planning expert.
• Lead prospect, client and COI planning engagements when advising on Advanced Planning priorities.
• Collaborate with KPB Relationship Managers to proactively reach out to clients to advise on age milestone, life events, and children/wealth planning opportunities.
• Partner with Fiduciary, Insurance, Investment teammates to deliver the Key Planning experience to prospects, clients, COIs, etc.
• Provide in-market financial planning support and coaching to KPB Relationship Managers to advance their planning acumen.
• Work with Market Leaders and partners to develop KPB Relationship Manager skills focused on Essential Planning priorities.
• Support internal and external planning content development projects.
• Contribute thought leadership on planning to Key Wealth Institute.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
  
   

Education Qualifications
 

• Bachelor's Degree in business related field or equivalent work experience (required)
  
   

Experience Qualifications
 

• 5+ years in financial planning capacity providing financial planning advice to affluent clients (required)
• 3+ years providing financial planning advice to high net worth clients (preferred)