Key Private Bank Wealth Planner

Location:
166 Crocker Park Boulevard, Westlake OhioJob SummaryThe 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.
This position will cover the Akron, Canton, Youngstown, Canfield, and Pittsburgh areas.
Essential FunctionsActively participate in Core Private Bank prospect, client, and COI meetings as the financial planning expertLead prospect, client, and COI planning engagements focused on Advanced Planning prioritiesCollaborate with KPB Relationship Managers to proactively advise clients on age milestones, life events, and children/wealth planning opportunitiesPartner with Fiduciary, Insurance, and Investment teammates to deliver the Key Planning experienceProvide in-market financial planning support and in-person coaching to KPB Relationship Managers to enhance planning acumenCollaborate with Market Leaders and partners to develop Relationship Manager skills focused on Essential Planning prioritiesSupport internal and external planning content development projectsContribute thought leadership on planning to the Key Wealth InstitutePerforms other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without noticeComplies 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.
EducationBachelor's Degree in business related field or equivalent work experience (required)Work ExperienceMinimum of 5 years in financial planning capacity providing financial planning advice to affluent clients (required)Minimum of 3 years providing financial planning advice to high-net-worth clients (preferred)Licenses and CertificationsCertified Financial Planner (CFP) (required)SkillsExpertise in goals-based planning process, including discovery, plan development and delivery.
Ability to coach advisors on both technical and consultative aspects of the planning processExperience in modeling estate, wealth transfer, multi-generational, and liquidity event scenariosSkilled in financial planning software; MoneyGuide and Wealth Studios preferredStrong team player, responsive partner, and effective collaboratorExperience working with CRM toolsKnowledge of investment strategies and financial planning for affluent clientsExpertise in estate and legacy planning for multi-generational wealthUnderstanding of asset allocation, investment selection, and portfolio constructionAbility to advise on cash flow, liquidity events, and funding strategiesProficiency in designing retirement income strategies and tax-efficient withdrawal plansAbility to align financial planning with long-term client goals and market conditionsExperience tailoring financial advice to the unique needs of affluent clientsCore CompetenciesAll KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical DemandsGeneral Office
- Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
TravelOccasional travel to include overnight stay.
Driving RequirementsAbility to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITSThis position is eligible to earn a base salary in the range of $96,000.00
- $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
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