Key Private Bank Senior Wealth Planner

About the role

Location: 1101 Pacific Avenue, Tacoma Washington

Job Summary

The Senior Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high-net worth & ultra-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, complex estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning).

In addition, the Planner is expected to contribute to internal and client-facing content development, and will 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 prospect, client, and centers of influence (COI) meetings as financial planning expert for Key Private Bank ultra-high net worth clients with Key's Family Wealth Office and Core Private Bank business.
• 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 milestone, life events, and children/wealth planning opportunities.
• Partner with Fiduciary, Insurance, Investment teammates to deliver the Key Planning experience to prospects, clients, COIs, etc. within Key's Family Wealth Office and Core Private Bank business.
• 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.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education Qualifications

• Bachelor's degree in business related field or equivalent work experience (required)

Experience Qualifications

• 7 years as financial advisor providing holistic, planning-based advice (preferred) and
• 5 years in financial planning capacity providing financial planning advice to ultra-high net worth clients (required)

Licenses and Certifications

• Certified Financial Planner (CFP) (required)

Tactical Skills

• Expertise in goals-based planning process, including discovery, plan development and delivery.
• Expertise in modeling complex estate, wealth transfer, multi-generational, liquidity event scenarios.
• Proficiency with planning tools (software) required. MoneyGuide, Wealth Studios preferred.
• Ability to coach Relationship Managers on the planning process - technical and consultative.
• 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 - 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, computer bags up to 10 lbs.

Travel

• Occasional travel to include overnight stay.

Driving Requirements

• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Compensation and Benefits

• This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually.
• Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.
• Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

• Please click here for a list of benefits for which this position is eligible.
• Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
• #LI-Hybrid