Key Private Bank Wealth Planner
Core
Deliver financial planning experience to Key Private Bank high net worth clients and prospects, leading advanced planning conversations on risk management, estate, wealth transfer, and specialty planning.
Role type
Senior IC wealth planner (financial planning)
Builds
Client financial plans and strategic advice for affluent individuals and families
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
goals-based planning process, estate and wealth transfer modeling, financial planning software (MoneyGuide, Wealth Studios), CRM tools, retirement income strategies, tax-efficient withdrawal plans, cash flow and liquidity event strategies, asset allocation, portfolio construction
Preferred skills
coaching advisors on planning acumen, multi-generational wealth planning, business succession planning, executive compensation planning
Technologies
MoneyGuide, Wealth Studios, CRM tools
Responsibilities
Lead prospect, client, and COI planning engagements focused on Advanced Planning priorities; Collaborate with Relationship Managers to advise on age milestones, life events, and children/wealth planning; Partner with Fiduciary, Insurance, and Investment teammates to deliver the Key Planning experience; Provide in-market financial planning support and in-person coaching to Relationship Managers; Contribute thought leadership on planning to the Key Wealth Institute
Seniority
Senior, hands-on IC