Senior Wealth Planner - Estate & Advanced Planning
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-06-20
Listing for:
KeyBank
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
Key Bank is seeking a Wealth Planner responsible for delivering financial planning services to high net worth clients. The role involves collaborating closely with Relationship Managers to enhance client engagements and support various planning opportunities, including estate planning and risk management.
The ideal candidate will have at least 5 years of financial planning experience, a Bachelor's degree in a related field, and is required to hold the Certified Financial Planner (CFP) designation. This position offers a competitive salary and benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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