KeyBank
Tacoma, Washington
Key Private Bank Senior Wealth Planner
We tailor your resume to this role and apply for you in seconds.
Apply to Key Private Bank Senior Wealth Planner at KeyBankJob details
- Location
- Tacoma, Washington
- Work type
- Hybrid
- Compensation
- $116,000 - $216,000/yr
- Posted
- 4 days ago
- Apply on
- keybank.wd5.myworkdayjobs.com
About this role
Bachelor's degree in a business-related field or equivalent experience, CFP credential, 5 years of financial planning advice for ultra-high-net-worth clients, and expertise in complex estate and wealth transfer planning.
What you'll do at KeyBank:
- advising clients
- leading engagements
- coaching managers
Apply to this Key Private Bank Senior Wealth Planner role at KeyBank with a tailored resume on ApplyBolt.
Ready to apply to KeyBank?
We tailor your resume to this role and apply for you.