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Private Bank Senior Wealth Planner for High-Net-Worth
Job in
Fort Lauderdale, Broward County, Florida, 33336, USA
Listed on 2026-08-18
Listing for:
KeyBank
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Key Bank seeks a Wealth Planner to deliver advanced financial planning for high net worth clients within Key Private Bank. You will work with Relationship Managers to expand planning engagement, lead advanced planning conversations, and collaborate with fiduciary, insurance, and investment teams to deliver a comprehensive planning experience.
The role requires a CFP and a minimum of five years in financial planning for affluent clients, with strong client interaction and collaboration skills.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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