Elite Estate Planning Advisor Wealth & Legacy
Job in
Elkhart, Elkhart County, Indiana, 46516, USA
Listed on 2026-07-16
Listing for:
KeyBank
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Key Bank is seeking an Estate Planning Advisor in Elkhart to deliver comprehensive estate plans for high-net-worth clients, leveraging trusts, tax optimization, and asset protection. You will collaborate with KPB Wealth Planners, attorneys, accountants, and private bankers to craft tailored wealth strategies, educate clients, and manage fiduciary risks.
The role requires a Bachelor's degree and 10 years of estate planning experience; CFP/ChFC/JD preferred, with strong analytical and relationship
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