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Senior UHNW Wealth Planner — Private Banking

Job in Tacoma, Pierce County, Washington, 98417, USA
Listing for: KeyBank
Full Time position
Listed on 2026-11-05
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 116000 - 216000 USD Yearly USD 116000.00 216000.00 YEAR
Job Description & How to Apply Below

Key Bank’s Private Bank seeks a Senior Wealth Planner to deliver comprehensive planning to high-net-worth clients and prospects. You will collaborate with Relationship Managers to deepen relationships and lead advanced planning conversations across estate, wealth transfer, and specialty planning.

You’ll contribute to content development and coordinate with Fiduciary, Insurance, Investment teams to execute planning solutions.

We have an opening for a Senior UHNW Wealth Planner — Private Banking in Tacoma, WA, United States within Sales, Other.

As a Senior UHNW Wealth Planner — Private Banking, you will play an important part at Key Bank in Tacoma, WA, United States.

We invite applications for the Senior UHNW Wealth Planner — Private Banking position located in Tacoma, WA, United States.

The following role is for a Senior UHNW Wealth Planner — Private Banking with Key Bank.

Position Requirements
10+ Years work experience
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