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Private Wealth Planner - Advanced Planning Lead
Job in
Canton, Stark County, Ohio, 44701, USA
Listed on 2026-05-26
Listing for:
KeyBank
Full Time
position Listed on 2026-05-26
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Key Bank is seeking a Wealth Planner in Akron, Ohio, responsible for delivering a comprehensive financial planning experience to high net worth clients. You will collaborate with KPB Relationship Managers and lead Advanced Planning conversations focusing on risk management and wealth transfer planning.
The role requires expertise in financial planning strategies and the ability to coach advisors. You will also contribute to content development and collaboration with various internal teams.
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