Key Private Bank Wealth Planner
Key Bank
📍 Addyston, OH
💼 Finance
💵 $83,424 – $83,424/yr
Full-time
Pay
$83,424 – $83,424/yr
Job type
Full-time
Location
Addyston, OH
Category
Finance
Posted
27 days ago
Expires
2026-08-22
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Full job description
Location: 540 White Pond Drive Suite F, Akron Ohio Job Summary The 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 opportunit…