Key Private Bank Family Wealth Strategist

KeyBank

Seattle, Washington, US
Base: $165,000.00 - $345,000.00 annually; bonus/eq...
Hybrid
10 years advisory experience with uhnw clients
Deep knowledge of tax and estate planning strategies
Proven track record in revenue generation
The Family Wealth Strategist serves as the primary advisor for Ultra High Net Worth families with $25MM+ in investible assets

Job Summary

  • The Family Wealth Strategist serves as the primary advisor for Ultra High Net Worth families with $25MM+ in investible assets.
  • This role requires orchestrating complex financial strategies including investment management, trust services, and banking solutions across generations.
  • Compensation includes a base salary range of $165,000 to $345,000 plus eligibility for production and discretionary incentives.

Matching Summary

The Family Wealth Strategist serves as the primary advisor for Ultra High Net Worth families with $25MM+ in investible assets.

Salary

Base: $165,000.00 - $345,000.00 annually; Bonus/Equity: Eligible for production, commission, and/or discretionary incentives; Benefits: Not specified

Skills & Requirements

Must-have

  • 10 years advisory experience with UHNW clients
  • Deep knowledge of tax and estate planning strategies
  • Proven track record in revenue generation

Nice-to-have

  • Professional credentials such as CFA or CFP
  • Experience as industry speaker on wealth topics
  • Subject-matter expertise shared with internal teams

Key Requirements

  • 10 years of advisory experience with UHNW individuals or family offices
  • Graduate degree in business, finance, or related field
  • Recognized reputation as a trusted advisor with discretion and integrity

Work Rights

Not specified

Tailored Resume

Cover Letter