Hiring: Key Private Bank Senior Wealth Planner Company: KeyBank Location: Tacoma, WA Job Posted Time: 2026-09-10 11:11:02 Target Skills & Keywords : CFP, Financial Planning, Portfolio Management, Risk Management About the job Experience: •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) Required Skills: •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. •Partner cross-functionally 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. •Interface directly 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. Qualifications: •Bachelor's degree in business related field or equivalent work experience (required) •Certified Financial Planner (CFP) (required) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!