Unknown Company

Senior Wealth Planner, Private Banking for High Net Worth

westlake, oh • Posted 2 days ago
Onsite Full Time Financial Advice & Private Banking

KeyCorp is seeking a Wealth Planner to deliver comprehensive planning for Key Private Bank high-net-worth clients across Akron, Canton, Youngstown, Canfield, and Pittsburgh areas. You will work with Relationship Managers to deepen relationships, lead advanced planning conversations on estate, wealth transfer, and specialty planning, and help create client-facing planning content.

The role requires CFP certification, a Bachelor’s degree, and at least 5 years of senior financial planning

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Senior Wealth Planner, Private Banking for High Net Worth in westlake at Unknown Company

This position is listed as full time and onsite.

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