- 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.
- 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)
- 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
- 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.
- Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
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Key Private Bank Wealth Planner - Union, United States - Key Bank
Description
Location:301 East Fourth Street - Cincinnati, Ohio 45202
Job Summary
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.
Responsibilities
- All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
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
