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 financial planning for high net worth clients, including risk management, estate planning, and portfolio management. Proficient in coaching Relationship Managers and utilizing planning tools to enhance client engagement and deliver tailored financial solutions.
Highest-signal resume keywords
Certified Financial Planner (CFP)Financial Planning ExpertiseGoals-Based Planning ProcessProficiency with Planning Tools/SoftwareExperience with High Net Worth Clients
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningRisk ManagementEstate PlanningWealth Transfer PlanningPortfolio ManagementExecutive CompensationBusiness Succession PlanningModeling ScenariosCoaching AdvisorsClient Engagement
Soft Skills
CollaborationCommunicationRelationship BuildingCoachingThought Leadership
Tools & Technologies
MoneyGuideWealth StudiosCRM Tools
Certifications & Qualifications
Bachelor's DegreeCertified Financial Planner (CFP)
Industry Keywords
High Net Worth ClientsAffluent ClientsFinancial Planning AdviceMulti-Generational PlanningLiquidity Event Scenarios
About the role
Key responsibilities & impact- Deliver financial planning experiences to Key Private Bank high net worth clients and prospects
- Work closely with Relationship Managers to acquire and deepen relationships by increasing planning engagement
- Support prospect and Centers of Influence engagements
- Support Essential Planning opportunities and lead Advanced Planning conversations
- Advise on risk management, estate and wealth transfer planning, portfolio management, executive compensation, and business succession planning
- Participate in prospect, client, and COI meetings as a financial planning expert
- Collaborate with Relationship Managers to advise clients on age milestones, life events, and children/wealth planning opportunities
- Partner with Fiduciary, Insurance, and Investment teammates to deliver planning services
- Provide in-market financial planning support and coaching to Relationship Managers
- Develop Relationship Manager skills focused on Essential Planning priorities
- Support internal and external planning content development projects
- Contribute planning thought leadership to Key Wealth Institute
- Comply with KeyBank policies and procedures and act in clients' and Key's best interests
Requirements
What you’ll need- Bachelor's Degree in business related field or equivalent work experience (required)
- 5 years in financial planning capacity providing financial planning advice to affluent clients (required)
- 3 years providing financial planning advice to high net worth clients (preferred)
- Certified Financial Planner (CFP) (required)
- Expertise in goals-based planning process, including discovery, plan development and delivery
- Ability to coach advisors on the planning process - technical and consultative
- Experience in modeling estate, wealth transfer, multi-generational, liquidity event scenarios
- Proficiency with planning tools/software; MoneyGuide and Wealth Studios preferred
- Proven track record of working with high and ultra-high net worth families
- Experience working with CRM tools
- Ability to routinely and frequently operate a motor vehicle with a valid driver's license
- Occasional travel, including overnight stays
Benefits
Comp & perks- Base salary range of $96,000.00–$181,000.00 annually depending on factors including skills, experience, and geographic location
- Base salary range of $92,000.00–$172,000.00 annually depending on location and job-related factors
- Eligibility for incentive compensation, including short-term incentive compensation and deferred incentive compensation subject to individual and company performance
- Flexible workspace options where roles can be performed effectively in a mobile environment
- Reasonable accommodations for qualified individuals with disabilities or disabled veterans