KeyBank

Key Private Bank Estate Planning Advisor

KeyBank$116K — $216K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in finance, accounting, law, or related field preferred
  • 10 years of experience in estate planning, wealth management, or tax advisory for high-net-worth clients required
  • Certified Financial Planner (CFP) and/or Licensed Attorney/JD preferred
  • Strong knowledge of trusts, estate taxation, and charitable giving
  • Exceptional analytical, communication, and relationship-building skills

Responsibilities

  • Guide clients through complex estate planning decisions
  • Develop customized estate plans including trusts and asset protection measures
  • Provide tax-efficient wealth transfer solutions
  • Advise on estate liquidity needs and probate avoidance
  • Conduct reviews of existing estate arrangements for optimization
  • Collaborate with financial advisors and attorneys to deliver comprehensive solutions
  • Build and maintain relationships with high-net-worth individuals

Benefits

  • Flexible work arrangements with in-office presence prioritized
  • Access to ongoing training and development opportunities
  • Collaborative work environment with diverse professionals
  • Potential for incentive compensation including production and commission
  • Strong focus on compliance and ethical standards
Full Job Description
Location:
300 Nibco Parkway, Elkhart Indiana

Job Summary
The Estate Planning Advisor provides comprehensive estate planning solutions for high-net-worth individuals and families. This role requires deep expertise in trusts, tax optimization, asset protection, and wealth transfer strategies, ensuring clients preserve their legacies while minimizing tax exposure. The Advisor will work closely with legal experts, financial advisors, and the Key Private Bank teams to craft customized estate plans tailored to clients' financial goals.

Essential Functions
  • 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.
  • Conduct comprehensive reviews of wills, trusts, and existing estate arrangements to identify optimization opportunities. Work closely with KPB Wealth Planners to create/deliver comprehensive wealth planning solutions.
  • 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.
  • Ensure confidentiality and discretion when handling sensitive financial and estate matters.
  • 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 SME on estate planning issues, which may include developing and delivering estate planning-focused training to KPB Relationship Managers, Market Leaders, and other key partners.
  • Educate clients on advanced estate planning strategies through seminars, workshops, and consultations.
  • Cultivate relationships with referral sources, including attorneys, financial professionals, and family offices. Partner with and support KPB regional and market leadership to promote advanced planning capabilities with COIs and internal collaboration partners.
  • Monitor industry trends, legislative changes, and emerging estate planning opportunities.
  • Contribute to the firm's growth and reputation as a leading provider of estate planning for high-net-worth clients.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.


Education
  • Bachelor's Degree in finance, accounting, law, or a related field, or equivalent experience (preferred)


Work Experience
  • 10 years estate planning, wealth management, or tax advisory for high-net-worth clients (required)


Licenses and Certifications
  • Certified Financial Planner (CFP) (preferred)
  • Licensed Attorney/JD (varies by state) (preferred)
  • Chartered Financial Consultant (ChFC) (preferred)


Skills
  • 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.


Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.


Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.


Travel
  • Occasional travel to include overnight stay.


COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 07/24/2026

About KeyBank

Shockingly, nearly 9-in-10 people who get their real estate license in America fail. We're solving that problem; And doing it while increasing profitability for the brokerage. Through technology, business automation, and a team approach we have created a system where agents focus solely on working with clients and closing deals.

KeyBank Careers

Joining KeyBank means stepping into a world of professional growth and innovation, where job opportunities abound in an environment that values leadership, diversity, and forward-thinking. As a member of our team, you will be part of a company that's committed to empowering your career journey while contributing to the financial wellness of our communities.

Work You'll Do

At KeyBank, we're not just in the business of banking; we're in the business of helping individuals and communities thrive. By joining our team, you will have the chance to be part of a culture that celebrates diversity and fosters leadership and professional development. Whether you're looking for a position in customer service, IT, finance, or management, KeyBank offers a variety of roles suited to your skills and career aspirations.

Innovate and Lead

KeyBank stands at the intersection of finance and innovation. Our employees are encouraged to lead with creativity and integrity, driving solutions that make a real difference. With a focus on digital transformation and sustainable growth, your work at KeyBank will challenge the status quo and encourage you to explore new ideas.

Grow Your Career

Career growth at KeyBank is not just a possibility—it's a priority. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to inclusion, ensuring all voices are heard and valued.

Be Part of a Great Team

Our team at KeyBank is our strongest asset. We believe in using our collective skills to foster an environment of innovation and collaboration. Join us and connect with colleagues who are just as passionate and driven as you are. Through teamwork, we achieve exceptional results and push the boundaries of what's possible in the banking sector.

Internship and Employment Opportunities

For those starting their careers, KeyBank offers robust internship and employment opportunities that provide a solid foundation in the financial industry. Interns at KeyBank gain hands-on experience, beneficial networking connections, and insights into our day-to-day operations, setting the stage for a successful career.

Benefits and Culture

KeyBank is committed to offering benefits that enhance your life and well-being. From healthcare to retirement plans, and flexible working conditions, we ensure our employees are well taken care of. More than just benefits, our company culture is built on respect, integrity, and accountability—values that guide us in making a positive impact on our clients and communities.

Join Our Team

Explore the job opportunities at KeyBank and find the right fit for your skills and interests. We are continuously hiring and looking for individuals who are curious, innovative, and ready to make a difference. Prepare your resume, ace your interview, and join a team that's dedicated to your success and to transforming the landscape of banking.

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Join KeyBank and be part of a company where your career is as important to us as it is to you. Together, let's unlock opportunities for growth, innovation, and meaningful impact in the financial world.
Learn more about KeyBank
Size
17,110 employees
Market Cap
$16 billion
Industry
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ

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