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Elite Wealth Planner — Advanced HNW Planning (Hybrid
Job in
Elkhart, Elkhart County, Indiana, 46516, USA
Listed on 2026-07-30
Listing for:
KeyCorp
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Key Corp in Elkhart, IN is seeking a Wealth Planner responsible for delivering financial planning experience to high net worth clients. The Planner will collaborate with Relationship Managers to enhance client planning engagement and support advanced conversations including estate and wealth transfer planning.
This role requires a Bachelor's degree and a Certified Financial Planner (CFP) certification, along with a minimum of 5 years in financial planning.
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