Senior Estate Planner – Wealth Transfer & Tax Strategy
Listed on 2026-11-05
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Finance & Banking
Wealth Management
Key Bank is seeking an Estate Planning Advisor to deliver comprehensive estate planning for high-net-worth families. You will craft customized trust structures, optimize taxes, and coordinate with KPB wealth teams to protect assets and preserve legacies.
You will build long-term client relationships, stay current on changing laws, and educate partners on advanced planning strategies in a collaborative, in-office with hybrid options environment.
This posting is for the Senior Estate Planner – Wealth Transfer & Tax Strategy role at Key Bank, based in Tacoma, WA, United States.
Learn more about the Senior Estate Planner – Wealth Transfer & Tax Strategy role in the description above.
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