Key Private Bank Wealth Planner

What you’d do

Deliver financial planning to high net worth clients and prospects, working with relationship managers on essential and advanced planning topics like risk management, estate and wealth transfer, and business succession. Full time role based in Syracuse, NY. Found on the employer's careers page on Oct 20, 2026. Apply through the link.

You’ll need

• Bachelor's in business-related field or equivalent experience
• 5+ years financial planning advice to affluent clients
• 3+ years advising high net worth clients (preferred)