Sr. Wealth Planner

KeyBank • Elkhart, IN

101d

About The Position

The Senior Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high-net worth & ultra-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, complex 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.

Requirements

• Bachelor's Degree in business related field or equivalent work experience (required)
• 7+ years as financial advisor providing holistic, planning-based advice (preferred)
• 5+ years in financial planning capacity providing financial planning advice to ultra-high net worth clients (required)
• Certified Financial Planner (CFP) (required)
• Expertise in goals-based planning process, including discovery, plan development and delivery.
• Expertise in modeling complex estate, wealth transfer, multi-generational, liquidity event scenarios.
• Proficiency with planning tools (software) required. MoneyGuide, Wealth Studios preferred.
• Ability to coach Relationship Managers on the planning process - technical and consultative.
• Proven track record of working with high and ultra-high net worth families.
• Strong team player, responsive partner and effective collaborator.
• Experience working with CRM tools.

Responsibilities

• Actively participate in prospect, client, and centers of influence (COI) meetings as financial planning expert for Key Private Bank ultra-high net worth clients with Key's Family Wealth Office and Core Private Bank business.
• 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. within Key's Family Wealth Office and Core Private Bank business.
• 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.

Benefits

• Flexible, inclusive work environment
• Challenging projects
• Accessible leaders
• Opportunities to grow in your position and your career

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees