FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in estate planning, wealth management, and tax advisory for high-net-worth clients, with a strong focus on trusts, estate taxation, and charitable giving strategies. Capable of building long-term relationships and delivering comprehensive wealth planning solutions while ensuring compliance with legal and fiduciary requirements.
Highest-signal resume keywords
Estate Planning ExpertiseWealth ManagementTrusts and Estate TaxationCertified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Estate PlanningWealth PreservationAsset ProtectionCharitable Giving StrategiesMulti-Generational Wealth PlanningProbate AvoidanceSuccession PlanningTax-Efficient Wealth TransferAnalytical SkillsFinancial Risk Mitigation
Soft Skills
Communication SkillsRelationship BuildingCollaborationConfidentialityDiscretion
Certifications & Qualifications
Certified Financial Planner (CFP)Licensed Attorney/JDChartered Financial Consultant (ChFC)
Industry Keywords
High-Net-Worth ClientsEstate LiquidityFiduciary RequirementsEstate ReviewsFinancial AdvisorsFamily GovernanceReferral SourcesLegislative ChangesWealth Planning SolutionsKeyBank Policies
About the role
Key responsibilities & impact- Serve as a trusted advisor, guiding clients through complex estate planning decisions
- Develop sophisticated estate plans for high-net-worth clients, including trust structures, charitable giving strategies, and asset protection measures
- Provide tax-efficient wealth transfer solutions to minimize estate, inheritance, and gift taxes
- Advise clients on estate liquidity needs, probate avoidance, and succession planning for family businesses
- Review wills, trusts, and existing estate arrangements to identify optimization opportunities
- Create and deliver comprehensive wealth planning solutions with KPB Wealth Planners
- Collaborate with attorneys, accountants, financial advisors, and private bankers to deliver holistic financial solutions
- Build and maintain long-term relationships with high-net-worth individuals and family offices
- Handle sensitive financial and estate matters with confidentiality and discretion
- Stay updated on estate laws, tax regulations, and fiduciary requirements
- Identify and mitigate legal and financial risks associated with estate structures
- Conduct periodic estate reviews to adapt strategies to changing tax laws and client circumstances
- Serve as an in-market subject matter expert on estate planning issues
- Develop and deliver estate-planning-focused training to KPB Relationship Managers, Market Leaders, and other key partners
- Educate clients through seminars, workshops, and consultations
- Cultivate relationships with referral sources, including attorneys, financial professionals, and family offices
- Support KPB regional and market leadership in promoting advanced planning capabilities and internal collaboration
- Monitor industry trends, legislative changes, and emerging estate planning opportunities
- Contribute to Key's growth and reputation as a leading provider of estate planning for high-net-worth clients
- Perform other duties as assigned; duties, responsibilities, and activities may change or new ones may be assigned without notice
- Comply with KeyBank policies and procedures
Requirements
What you’ll need- 10 years of experience in estate planning, wealth management, or tax advisory for high-net-worth clients
- Bachelor's Degree in finance, accounting, law, or a related field, or equivalent experience (preferred)
- Strong knowledge of trusts, estate taxation, charitable giving, and multi-generational wealth planning
- Exceptional analytical, communication, and relationship-building skills
- Experience collaborating with attorneys, financial advisors, and tax professionals
- Expertise in wealth preservation, asset protection, and family governance strategies
- Certified Financial Planner (CFP) (preferred)
- Licensed Attorney/JD (varies by state) (preferred)
- Chartered Financial Consultant (ChFC) (preferred)
- Ability to comply with KeyBank policies and procedures, conduct business ethically, avoid conflicts of interest, and act in clients' and Key's best interests
- Ability to work in an office environment involving prolonged sitting, face-to-face and phone communication, frequent PC/laptop use, and occasional lifting/pushing/pulling of computer bags up to 10 lbs.
- Ability to travel occasionally, including overnight stays
Benefits
Comp & perks- Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
- Benefits package for which the position is eligible
- Flexible workspace options where the role can be performed effectively in a mobile environment
- Reasonable accommodations for qualified individuals with disabilities or disabled veterans