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Summary
About the Role
About You
- Experience working with high-net-worth clients.
- Deep tax, investment, estate planning, business succession or fiduciary experience.
- Excellent interpersonal and communications skills (both written and verbal).
- Demonstrated commitment to cultivating existing client relationships.
- Professional Designation preferred – JD, CPA, LLM, CTFA, CFP or advanced degree as appropriate.
- Self-motivated, goal and results driven.
- Demonstrated ability to be accountable for a process and/or delivery from end to end.
Benefits
- Base salary range of $94k–$175k annually depending on experience.
- Eligibility for short-term and deferred incentive compensation based on performance.
At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day. Headquartered in Cleveland, Ohio, KeyCorp is one of the nation’s largest financial services companies. Key Companies provide investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally. Follow along for business and industry insights, expert advice and more resources to help you achieve your financial goals. KeyCorp is an Equal Opportunity Employer committed to 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. KeyBank is Member FDIC. Equal Housing Lender. Credit applications are subject to credit approval.