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 strategic advice
Domain
Private Banking / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
goals-based planning process, estate and wealth transfer modeling, coaching advisors on planning, proficiency with planning tools (MoneyGuide, Wealth Studios), CRM tools, working with high net worth families
Preferred skills
experience with ultra-high net worth families, advanced planning expertise
Technologies
MoneyGuide, Wealth Studios, CRM tools
Responsibilities
Lead prospect, client, and COI planning engagements; collaborate with Relationship Managers to advise on life events and wealth planning; partner with Fiduciary and Investment teams to deliver planning experience; provide coaching to Relationship Managers; develop internal and external planning content; contribute thought leadership to Key Wealth Institute
Seniority
Senior, hands-on IC