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Senior Wealth Planner — Advanced Planning High-Net-Worth
Job in
Akron, Summit County, Ohio, 44329, USA
Listed on 2026-07-15
Listing for:
KeyCorp
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Key Corp 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-LjbffrPosition Requirements
10+ Years
work experience
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