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Senior Estate Planning Advisor – guiding high‑net‑worth clients through trusts, tax optimization, and asset protection in Elkhart, IN.
Hybrid role: in‑office and mobile, with focus on wealth preservation and legacy planning.
Location
Location:
300 Nibco Parkway, Elkhart Indiana
Job Summary
The Estate Planning Advisor provides comprehensive estate planning solutions for high-net-worth individuals and families. This role requires deep expertise in trusts, tax optimization, asset protection, and wealth transfer strategies, ensuring clients preserve their legacies while minimizing tax exposure. The Advisor will work closely with legal experts, financial advisors, and the Key Private Bank teams to craft customized estate plans tailored to clients' financial goals.
Essential Functions
- Serve as a trusted advisor, guiding clients through complex estate planning decisions.
- Develop sophisticated estate plans for high-net-worth clients, including trust structures, charitable giving strategies, and asset protection measures.
- Provide tax-efficient wealth transfer solutions to minimize estate, inheritance, and gift taxes.
- Advise clients on estate liquidity needs, probate avoidance, and succession planning for family businesses.
- Conduct comprehensive reviews of wills, trusts, and existing estate arrangements to identify optimization opportunities. Work closely with KPB Wealth Planners to create/deliver comprehensive wealth planning solutions.
- Collaborate with attorneys, accountants, financial advisors, and private bankers to deliver holistic financial solutions.
- Build and maintain long-term relationships with high-net-worth individuals and family offices.
- Ensure confidentiality and discretion when handling sensitive financial and estate matters.
- Stay updated on estate laws, tax regulations, and fiduciary requirements.
- Identify and mitigate legal and financial risks associated with estate structures.
- Conduct periodic estate reviews to adapt strategies to changing tax laws and client circumstances.
- Serve as an in-market SME on estate planning issues, which may include developing and delivering estate planning-focused training to KPB Relationship Managers, Market Leaders, and other key partners.
- Educate clients on advanced estate planning strategies through seminars, workshops, and consultations.
- Cultivate relationships with referral sources, including attorneys, financial professionals, and family offices. Partner with and support KPB regional and market leadership to promote advanced planning capabilities with COIs and internal collaboration partners.
- Monitor industry trends, legislative changes, and emerging estate planning opportunities.
- Contribute to the firm’s growth and reputation as a leading provider of estate planning for high-net-worth clients.
- 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.
Education
Bachelor's Degree in finance, accounting, law, or a related field, or equivalent experience (preferred)
Work Experience
10 years estate planning, wealth management, or tax advisory for high-net-worth clients (required)
Licenses and Certifications
- Certified Financial Planner (CFP) (preferred)
- Licensed Attorney/JD (varies by state) (preferred)
- Chartered Financial Consultant (ChFC) (preferred)
Skills
- Strong knowledge of trusts, estate taxation, charitable giving, and multi-generational wealth planning.
- Exceptional analytical, communication, and relationship‑building skills.
- Experience collaborating with attorneys, financial advisors, and tax professionals.
- Expertise in wealth preservation, asset protection, and family governance strategies.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
COMPENSATION AND BENEFITS
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date
Job Posting Expiration Date: 07/24/2026
Equal Opportunity Employer
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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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