Senior Wealth Planner Advanced Planning for High-Net-Worth

KeyCorp

  • Akron, OH
  • 3 days ago
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    Skills

    • Financial Planningunmatched
    • High Net Worthunmatched
    • Investment Managementunmatched
    • Private Bankingunmatched
    • Risk Managementunmatched

    Description

    KeyCorp is seeking a Wealth Planner to deliver comprehensive financial planning for Key Private Bank clients and prospects in the Akron, Canton, Youngstown, Canfield, and Pittsburgh areas. You will work with Relationship Managers to deepen relationships by increasing planning engagement and leading Essential and Advanced Planning conversations.The role covers risk management, estate and wealth transfer planning, and specialty planning such as portfolio management and executive compensation.#J-18808-Ljbffr

    Numbers & Facts

    LocationAkron, OH

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