Key Private Bank Wealth Planner

About the role

The Wealth Planner (Planner) delivers financial planning experience to Key Private Bank (KPB) high-net-worth clients and prospects. The Planner works closely with KPB Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients and supporting prospect and Centers of Influence (COI) engagements. This position covers the Akron, Canton, Youngstown, Canfield, and Pittsburgh areas.

Responsibilities

• Actively participate in Core Private Bank prospect, client, and COI meetings as the financial planning expert.
• Lead prospect, client, and COI planning engagements focused on Advanced Planning priorities.
• Collaborate with KPB Relationship Managers to proactively advise clients on age milestones, life events, and children/wealth planning opportunities.
• Partner with Fiduciary, Insurance, and Investment teammates to deliver the Key Planning experience.
• Provide in-market financial planning support and in-person coaching to KPB Relationship Managers to enhance planning acumen.
• Collaborate with Market Leaders and partners to develop Relationship Manager skills focused on Essential Planning priorities.
• Support internal and external planning content development projects.
• Contribute thought leadership on planning to the Key Wealth Institute.
• Perform other duties as assigned; duties, responsibilities, and/or activities may change or be assigned at any time.

Requirements

• Bachelor's Degree in a business-related field or equivalent work experience (required).
• Minimum of 5 years in a financial planning capacity providing financial planning advice to affluent clients (required).
• Minimum of 3 years providing financial planning advice to high-net-worth clients (preferred).
• Certified Financial Planner (CFP) (required).

Skills

• Expertise in goals-based planning process, including discovery, plan development, and delivery.
• Ability to coach advisors on both technical and consultative aspects of the planning process.
• Experience in modeling estate, wealth transfer, multi-generational, and liquidity event scenarios.
• Skilled in financial planning software; MoneyGuide and Wealth Studios preferred.
• Strong team player, responsive partner, and effective collaborator.
• Experience working with CRM tools.
• Knowledge of investment strategies and financial planning for affluent clients.
• Expertise in estate and legacy planning for multi-generational wealth.
• Understanding of asset allocation, investment selection, and portfolio construction.
• Ability to advise on cash flow, liquidity events, and funding strategies.
• Proficiency in designing retirement income strategies and tax-efficient withdrawal plans.
• Ability to align financial planning with long-term client goals and market conditions.
• Experience tailoring financial advice to the unique needs of affluent clients.

Physical Demands

General office environment: prolonged sitting, ability to communicate face-to-face or by phone, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks or computer bags up to 10 lbs.

Travel

Occasional travel, including overnight stays. Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Pay

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 on skills, experience, and geographic location. Compensation also includes eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives.

Benefits

Please click here for a list of benefits for which this position is eligible.