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Advanced Wealth Planner ‑Net‑Worth Clients
Job in
High Point, Guilford County, North Carolina, 27264, USA
Listed on 2026-06-29
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Key Private Bank is looking for a Wealth Planner who will deliver financial planning experiences to high net worth clients. The Planner will collaborate closely with KPB Relationship Managers to deepen client relationships and support planning opportunities, including risk management and estate planning.
Ideal candidates should have a Bachelor's Degree in a relevant field, at least 5 years of experience in financial planning, and a CFP certification. This role offers a competitive salary range of $96,000 to $181,000, with additional incentives.
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