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Hybrid Senior Wealth Planner: Advanced UHNW Estate & Planning
Job in
Tacoma, Pierce County, Washington, 98417, USA
Listed on 2026-09-05
Listing for:
KeyCorp
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Key Corp, through its Key Private Bank, seeks a Senior Wealth Planner to deliver holistic financial planning to high-net-worth clients and prospects. The planner partners with Relationship Managers to deepen client engagements and leads Advanced Planning discussions including estate, wealth transfer, and complex planning topics.
The role collaborates with fiduciary, insurance, and investment teams to provide comprehensive planning and thought leadership.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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