Senior Estate Planning & Wealth Strategy Advisor
rkminsuranceSeattle (WA)
Senior Estate Planning & Wealth Strategy Advisor
Posted 2 days ago
rkminsuranceSeattle (WA)
SENIORITY
Senior
About the role
KeyCorp is seeking an Estate Planning Advisor in Seattle to deliver comprehensive estate planning solutions for high-net-worth individuals and families. You will develop trust structures, optimize taxes, and coordinate with Key Private Bank teams to craft tailored plans that preserve legacies while minimizing tax exposure.
In this role you will work with attorneys, accountants, and financial advisors, staying updated on estate laws and fiduciary requirements.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.