Senior Estate Planning & Wealth Transfer Advisor
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Key Bank's estate planning team in Seattle seeks an experienced Estate Planning Advisor to deliver sophisticated planning solutions for high-net-worth clients. You will work with KPB Wealth Planners and external professionals to craft customized trusts, tax optimization, and wealth-transfer strategies.
The role requires deep expertise in estate planning, fiduciary matters, and client relationship management, with a focus on preserving legacies and minimizing taxes.
Our group is growing, and we are hiring a Senior Estate Planning & Wealth Transfer Advisor in Seattle, WA, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Estate Planning & Wealth Transfer Advisor role at Key Bank, based in Seattle, WA, United States.
We are looking to fill the Senior Estate Planning & Wealth Transfer Advisor position at Key Bank in Seattle, WA, United States.
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