Key Private Bank Wealth Planner
KeyBank
Syracuse, Onondaga CountyPosted 18 days agoDiscoveredMatch locked
Full TimeConsultancy Jobs
About the role
Location: 201 South Warren Street, Syracuse New York 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 Cen
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
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