Wealth Planner

Licenses and Certifications

• 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

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 $96,000.00 - $181,000.00 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.

Job Posting Expiration Date: 05/29/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

#LI-Hybrid