Key Private Bank Wealth Planner

Job description

Elkhart, IN

nIndianapolis, IN

nFull time

nR-37571

nLocation:

n300 Nibco Parkway, Elkhart Indiana

nJob Summary

nThe Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients, and support prospect and Centers of Influence (COI) engagements. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). In addition, the Planner is expected to contribute to internal and client-facing content development, and will partner with Market Leaders, Regional Directors, Fiduciary and Portfolio Strategists as well as collaborate with Central Planning, to prepare, deliver and implement advice.

nEssential Functions

nnnActively participate in Core Private Bank prospect, client, and COI meetings as the financial planning expert

n

nnLead prospect, client, and COI planning engagements focused on Advanced Planning priorities

n

nnCollaborate with KPB Relationship Managers to proactively advise clients on age milestones, life events, and children/wealth planning opportunities

n

nnPartner with Fiduciary, Insurance, and Investment teammates to deliver the Key Planning experience

n

nnProvide in-market financial planning support and in-person coaching to KPB Relationship Managers to enhance planning acumen

n

nnCollaborate with Market Leaders and partners to develop Relationship Manager skills focused on Essential Planning priorities

n

nnSupport internal and external planning content development projects

n

nnContribute thought leadership on planning to the Key Wealth Institute

n

nnPerforms other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice

n

nnComplies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

n

n nEducation

nnBachelor's degree in business related field or equivalent work experience (required)

n nWork Experience

nnnMinimum of 5 years in financial planning capacity providing financial planning advice to affluent clients (required)

n

nnMinimum of 3 years providing financial planning advice to high-net-worth clients (preferred)

n

n nLicenses and Certifications

nnCertified Financial Planner (CFP) (required)

n nSkills

nnnExpertise in goals-based planning process, including discovery, plan development and delivery.

n

nnAbility to coach advisors on both technical and consultative aspects of the planning process

n

nnExperience in modeling estate, wealth transfer, multi-generational, and liquidity event scenarios

n

nnSkilled in financial planning software; Money Guide and Wealth Studios preferred

n

nnStrong team player, responsive partner, and effective collaborator

n

nnExperience working with CRM tools

n

nnKnowledge of investment strategies and financial planning for affluent clients

n

nnExpertise in estate and legacy planning for multi-generational wealth

n

nnUnderstanding of asset allocation, investment selection, and portfolio construction

n

nnAbility to advise on cash flow, liquidity events, and funding strategies

n

nnProficiency in designing retirement income strategies and tax-efficient withdrawal plans

n

nnAbility to align financial planning with long-term client goals and market conditions

n

nnExperience tailoring financial advice to the unique needs of affluent clients

n

n nCore Competencies

nnAll KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

n nPhysical Demands

nnGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

n nTravel

nnOccasional travel to include overnight stay.

n nDriving Requirements

nnAbility to routinely and frequently operate a motor vehicle with a valid driver's license.

n nCOMPENSATION AND BENEFITS

nThis position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

nPlease click here ( for a list of benefits for which this position is eligible.

nKey has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

nJob Posting Expiration Date: 04/24/2026

nKeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

nQualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing

n#LI-Hybrid

nKeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.

Worksite address

indianapolis, IN, 46262, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.