Key Private Bank Wealth Planner

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Quick Summary

Overview

Location:3777 Tamiami North,

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OtherPlanner

3777 Tamiami North, Naples Florida

Responsibilities

~1 min read

→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.

Requirements

~2 min read

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)
3 years providing financial planning advice to high net worth clients (preferred)

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.

This position is eligible to earn a base salary in the range of $92,000.00 to $172,000.00 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

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: 09/28/2026 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.

#LI-Hybrid

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. MoneyGuide, Wealth Studios preferred.
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.

Collaboration
Critical Thinking
Persuasion
Problem Solving

Business Acumen
Oral & Written Communication
Risk Management
Storytelling

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.