Key Private Bank Wealth Planner
$96,000–$181,000 year
On-site · Indianapolis, Indiana, United States or Elkhart, Indiana, United States
Job Summary
Wealth Planner for Key Private Bank to deliver comprehensive financial planning for high net worth clients, lead Advanced Planning conversations (estate, wealth transfer, risk management), collaborate with Relationship Managers and Fiduciary/Investment teams, coach Relationship Managers on Essential Planning priorities, and contribute to planning content. Requires in-market financial planning expertise, experience advising affluent/high-net-worth clients, CFP certification, and ability to develop and deliver planning content using tools like Money Guide and Wealth Studios; strong collaboration, client-engagement, and in-person coaching across two Indiana locations (Elkhart and Indianapolis).
Required Qualifications
- Bachelor's degree in business related field or equivalent work experience (required)
- Minimum of 5 years in financial planning capacity providing financial planning advice to affluent clients (required)
- Certified Financial Planner (CFP) (required)
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