Key Private Bank Estate Planning Advisor

KeyBank • Elkhart, IN

5d • Hybrid

About The Position

The Estate Planning Advisor provides comprehensive estate planning solutions for high-net-worth individuals and families. This role requires deep expertise in trusts, tax optimization, asset protection, and wealth transfer strategies, ensuring clients preserve their legacies while minimizing tax exposure. The Advisor will work closely with legal experts, financial advisors, and the Key Private Bank teams to craft customized estate plans tailored to clients' financial goals.

Requirements

• 10 years estate planning, wealth management, or tax advisory for high-net-worth clients (required)
• Strong knowledge of trusts, estate taxation, charitable giving, and multi-generational wealth planning.
• Exceptional analytical, communication, and relationship-building skills.
• Experience collaborating with attorneys, financial advisors, and tax professionals.
• Expertise in wealth preservation, asset protection, and family governance strategies.

Nice To Haves

• Bachelor's Degree in finance, accounting, law, or a related field, or equivalent experience (preferred)
• Certified Financial Planner (CFP) (preferred)
• Licensed Attorney/JD (varies by state) (preferred)
• Chartered Financial Consultant (ChFC) (preferred)

Responsibilities

• Serve as a trusted advisor, guiding clients through complex estate planning decisions.
• Develop sophisticated estate plans for high-net-worth clients, including trust structures, charitable giving strategies, and asset protection measures.
• Provide tax-efficient wealth transfer solutions to minimize estate, inheritance, and gift taxes.
• Advise clients on estate liquidity needs, probate avoidance, and succession planning for family businesses.
• Conduct comprehensive reviews of wills, trusts, and existing estate arrangements to identify optimization opportunities.
• Work closely with KPB Wealth Planners to create/deliver comprehensive wealth planning solutions.
• Collaborate with attorneys, accountants, financial advisors, and private bankers to deliver holistic financial solutions.
• Build and maintain long-term relationships with high-net-worth individuals and family offices.
• Ensure confidentiality and discretion when handling sensitive financial and estate matters.
• Stay updated on estate laws, tax regulations, and fiduciary requirements.
• Identify and mitigate legal and financial risks associated with estate structures.
• Conduct periodic estate reviews to adapt strategies to changing tax laws and client circumstances.
• Serve as an in-market SME on estate planning issues, which may include developing and delivering estate planning-focused training to KPB Relationship Managers, Market Leaders, and other key partners.
• Educate clients on advanced estate planning strategies through seminars, workshops, and consultations.
• Cultivate relationships with referral sources, including attorneys, financial professionals, and family offices.
• Partner with and support KPB regional and market leadership to promote advanced planning capabilities with COIs and internal collaboration partners.
• Monitor industry trends, legislative changes, and emerging estate planning opportunities.
• Contribute to the firm’s growth and reputation as a leading provider of estate planning for high-net-worth clients.
• 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.

Benefits

• Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
• Access to a list of benefits for which this position is eligible.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior