KPB Sr. Financial Planner in Cleveland, OH at Key Bank- Corporate

Date Posted: 10/25/2018

Job Snapshot

  • Employee Type:
  • Location:
    100 Public Square
    Cleveland, OH
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Sr Financial Planner (Central Financial Planning Team)

Job Description

The primary role of the Central Financial Planner is to lead the National delivery of financial planning services and advice to all Key Private Bank clients. This position serves as a national financial planning expert and thought leader, providing continuous coaching and training to market based advisors and developing a consistent culture of advice and planning across the organization. The Central Financial Planner will work directly with Key Private Banks clients, market based financial planners, relationship managers and wealth advisors to deliver customized advice to our clients.

Financial Planner Responsibilities


• Onboard, Train and continuously develop market based advisors to adopt and effectively deliver the Key Private Bank Advisory Experience with a full understanding of process, tools and technology.

• Coaches market advisors to ensure solutions and advice are delivered effectively and consistently across geographies

• Maintains an expertise of our planning tools and technology to train, review, and answer software questions and concerns.

• Collaborate, Coach and Review financial plans completed in the field to ensure accuracy, consistency and all around best thinking on a national level to the local markets

• Serves as a thought leader for Financial Planning and Advice topics, developing white papers, presentations, templates and tools.

• Expertise as a national subject matter expert for business succession, asset protection, and tax planning strategies for Key Private Banks high net worth clients

Planning Expertise

• Partner with market based advisors to prepare financial plans and recommended solutions for Key Private Bank’s high net worth clients.

• Collaborate with the market based advisors to create the best advice, recommendations and solutions from the plan findings.

• The Centralized planners serve as subject matter experts on technical planning issues and communicate daily with market based financial planners to troubleshoot and create planning strategies.

• Strategize with the Infield Planner to develop the financial plan to be presented and the financial story with solutions and implementation schedule to communicate with the client


• Participate remotely through use of technology to partner with Key Private Bank team members to acquire new business and retain/expand existing relationships.

• Maintain broad knowledge of KeyCorp products and services and recommend when appropriate.

• Develop marketing, education and training initiatives to achieve financial planning goals and objectives.

Required Qualifications

• CFP Designation. 5- 7 years financial planning experience.

• 5- 7 years of broad based banking/investment/sales experience.

• 3- 5 years of client management experience and proven client relations orientation.

• In- depth experience with financial planning software applications

• Ability to transfer strategy to tactical plans and implement.

• Self-motivated, goal and results driven.

• Strong leadership team collaboration skills.

• Expert Client Discovery and Communication Skills.

• Excellent written, verbal and presentations skills.

• Comfortable with new technology, web and cloud based applications.

KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank’s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

JobID: 32374BR

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