Key Private Bank Wealth Planner

Location: 3777 Tamiami North, Naples, Florida

About the Role

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 (e.g., portfolio management, executive compensation, and business succession planning). The Planner will contribute to internal and client-facing content development and partner with Market Leaders, Regional Directors, Fiduciary, and Portfolio Strategists, as well as collaborate with Central Planning, to prepare, deliver, and implement advice.

Responsibilities

• Actively participate in Core Private Bank prospect, client, and centers of influence (COI) meetings as a 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 milestones, life events, and children/wealth planning opportunities.
• Partner with Fiduciary, Insurance, and Investment teammates to deliver the Key Planning experience to prospects, clients, and COIs.
• 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.
• Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.
• Comply with all KeyBank policies and procedures, including acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Requirements

• Bachelor's Degree in a business-related field or equivalent work experience (required).
• 5 years in a 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) certification (required).

Skills

Tactical Skills

• 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, and liquidity event scenarios.
• Proficiency with planning tools (software); MoneyGuide and 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.

Personal Skills

• Collaboration
• Critical Thinking
• Persuasion
• Problem Solving

Practical Skills

• Business Acumen
• Oral & Written Communication
• Risk Management
• Storytelling

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• General office environment: 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 and computer bags up to 10 lbs.

Travel

• Occasional travel, including overnight stays.

Driving Requirements

• 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 for this role also includes eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives.

Benefits

This position is eligible for short-term incentive compensation and deferred incentive compensation, subject to individual and company performance. Click here for a list of benefits for which this position is eligible.