Key Private Bank Wealth Planner

United States·Westlakemid

OtherPlanner

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Quick Summary

Overview

Location:166 Crocker Park Boulevard,

Technical Tools

OtherPlanner

166 Crocker Park Boulevard, Westlake Ohio

What We Offer

~1 min read

✓Actively participate in Core Private Bank prospect, client, and COI meetings as the financial planning expert

✓Lead prospect, client, and COI planning engagements focused on Advanced Planning priorities

✓Collaborate with KPB Relationship Managers to proactively advise clients on age milestones, life events, and children/wealth planning opportunities

✓Partner with Fiduciary, Insurance, and Investment teammates to deliver the Key Planning experience

✓Provide in-market financial planning support and in-person coaching to KPB Relationship Managers to enhance planning acumen

✓Collaborate with Market Leaders and partners to develop Relationship Manager skills focused on Essential Planning priorities

✓Support internal and external planning content development projects

✓Contribute thought leadership on planning to the 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.

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

Minimum 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)

Certified Financial Planner (CFP) (required)

Expertise in goals-based planning process, including discovery, plan development and delivery.
Ability to coach advisors on both technical and consultative aspects of the planning process
Experience in modeling estate, wealth transfer, multi-generational, and liquidity event scenarios
Skilled in financial planning software; MoneyGuide and Wealth Studios preferred
Strong team player, responsive partner, and effective collaborator
Experience working with CRM tools
Knowledge of investment strategies and financial planning for affluent clients
Expertise in estate and legacy planning for multi-generational wealth
Understanding of asset allocation, investment selection, and portfolio construction
Ability to advise on cash flow, liquidity events, and funding strategies
Proficiency in designing retirement income strategies and tax-efficient withdrawal plans
Ability to align financial planning with long-term client goals and market conditions
Experience tailoring financial advice to the unique needs of affluent clients

All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

General 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.

Occasional travel to include overnight stay.

Requirements

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Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

COMPENSATION AND BENEFITS

This 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.

Job Posting Expiration Date: 09/25/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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