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, and wealth transfer.
Role type
Senior IC wealth planner (financial planning)
Builds
Client financial plans and advice
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
goals-based planning, estate and wealth transfer modeling, financial planning software (MoneyGuide, Wealth Studios), coaching advisors, CRM tools, investment strategies, retirement income strategies, tax-efficient withdrawal plans
Preferred skills
high-net-worth client experience, multi-generational wealth planning, asset allocation, portfolio construction, liquidity event funding
Technologies
MoneyGuide, Wealth Studios, CRM tools
Responsibilities
Lead prospect, client, and COI planning engagements; Collaborate with Relationship Managers to advise on life events and milestones; Partner with Fiduciary, Insurance, and Investment teammates; Provide in-market support and coaching to Relationship Managers; Develop planning content and thought leadership
Seniority
Senior, hands-on IC