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KeyBank

Senior UHNW Fiduciary Advisor - Remote Wealth Planning

KeyBank, Cleveland, Ohio, us, 44101

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A prominent financial institution in Cleveland seeks a Sr. Fiduciary Advisor to manage relationships with Ultra High Net Worth clients. This role involves delivering fiduciary advice, coordinating estate planning, and enhancing client loyalty. The ideal candidate should have extensive experience with high-net-worth clients and a commitment to compliance. A professional designation is preferred. The position offers a competitive salary range of $94,000 to $175,000, with additional incentives. #J-18808-Ljbffr