Essential Functions Actively participate in Core Private Bank prospect, client, and COI meetings as the financial planning expert Lead prospect, client, and COI planning engagements focused on Advanced Planning priorities Collaborate with KPB Relationship Managers to proactively advise clients on age milestones, life events, and children/wealth planning opportunities Partner with Fiduciary, Insurance, and Investment teammates to deliver the Key Planning experience Provide in-market financial planning support and in-person coaching to KPB Relationship Managers to enhance planning acumen Collaborate with Market Leaders and partners to develop Relationship Manager skills focused on Essential Planning priorities Support internal and external planning content development projects Contribute thought leadership on planning to the Key Wealth Institute 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. Ability to coach advisors on both technical and consultative aspects of the planning process Experience in modeling estate, wealth transfer, multi-generational, and liquidity event scenarios Skilled in financial planning software; MoneyGuide and Wealth Studios preferred Strong team player, responsive partner, and effective collaborator Experience working with CRM tools Knowledge of investment strategies and financial planning for affluent clients Expertise in estate and legacy planning for multi-generational wealth Understanding of asset allocation, investment selection, and portfolio construction Ability to advise on cash flow, liquidity events, and funding strategies Proficiency in designing retirement income strategies and tax-efficient withdrawal plans Ability to align financial planning with long-term client goals and market conditions Experience tailoring financial advice to the unique needs of affluent clients Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.