Key Private Bank Wealth Planner

KeyBank • Fort Myers, FL

1d • Hybrid

About The Position

The 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.

Requirements

• Bachelor's Degree in business related field or equivalent work experience (required)
• 5 years in financial planning capacity providing financial planning advice to affluent clients (required)
• Certified Financial Planner (CFP) (required)
• Expertise in goals-based planning process, including discovery, plan development and delivery.
• Ability to coach advisors on the planning process - technical and consultative.
• Experience in modeling estate, wealth transfer, multi-generational, liquidity event scenarios.
• Proficiency with planning tools (software) required.
• 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.

Nice To Haves

• 3 years providing financial planning advice to high net worth clients (preferred)
• MoneyGuide, Wealth Studios preferred.

Responsibilities

• Actively participate in Core Private Bank prospect, client, and centers of influence (COI) meetings as financial planning expert.
• 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.
• 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

• eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
• eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

What This Job Offers

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