UHNW Family Wealth Strategist | Hybrid, High-Impact Advisory

Posted today

keybankWestlake (OH)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

KeyBank, based in Cleveland, OH, seeks a Family Wealth Strategist to lead advisory for UHNW families with $25MM+ investable assets. You will prospect, deepen relationships, and manage the full spectrum of client needs including investment management, wealth planning, trust services, and banking solutions, delivering a white-glove client experience across generations. The ideal candidate will be a trusted advisor with deep UHNW expertise, capable of orchestrating complex financial strategies and

Before you apply

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Your profile is current

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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

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.