KeyBank
Finance
KeyPrivateBankWealthPlanner
“Key Private Bank Wealth Planner at KeyBank. Skills: Financial planning, Estate planning, Wealth transfer planning, Risk management. Deliver financial planning experience. Acquire and deepen relationships”
Industry & Context.
Occasional travel to include overnight stay, Ability to routinely and frequently operate a motor vehicle with a valid driver's license
What They're Looking For.
Must Have
Bachelor's Degree in business related field or equivalent work experience, Minimum of 5 years in financial planning capacity providing financial planning advice to affluent clients, Certified Financial Planner (CFP)
Nice to Have
Minimum of 3 years providing financial planning advice to high-net-worth clients, Skilled in financial planning MoneyGuide and Wealth Studios
What You'll Do.
Deliver financial planning experience
Acquire and deepen relationships
Increase planning engagement
Support prospect and COI engagements
Lead Advanced Planning conversations
Contribute to content development
deliver and implement advice
Participate in client meetings
Advise clients on milestones
Partner with teammates
Provide in-market support
Develop Relationship Manager skills
Support content development projects
Contribute thought leadership
How You'll Work.
Team & Collaboration
Work closely with KPB Relationship Managers; Partner with Fiduciary, Insurance, and Investment teammates; Collaborate with Market Leaders and partners; Collaborate with Central Planning
Communication Scope
Ability to communicate face to face; Ability to communicate on the phone
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