Wealth Planner

About the role

Huntington National Bank is seeking a Wealth Planner to deliver high-quality financial planning services to clients with a net worth of $1-10M. The role includes in-depth discovery conversations and partnership with clients and wealth advisors to design and implement comprehensive wealth strategies.

Responsibilities

• Lead financial planning engagements for clients with a net worth of $1-10M.
• Conduct discovery conversations to identify client goals, values, and financial objectives.
• Develop, present, and review customized financial plans covering retirement, tax, estate, investment, and risk management strategies.
• Collaborate with wealth advisors on client relationship management and plan implementation.
• Provide wealth advisors with mentorship, training, and guidance on financial planning best practices and discovery techniques.
• Ensure financial plans meet compliance and regulatory requirements and reflect the firm’s planning philosophy.
• Stay informed of industry trends, tax laws, and planning strategies.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree.
• Minimum 8 years of experience in financial planning or wealth management.
• CFP® designation preferred.
• Exceptional interpersonal and communication skills.
• Strong coaching and presentation abilities.

Key facts

• Bachelor’s degree required.
• Minimum 8 years of experience in financial planning or wealth management.
• CFP® designation preferred.
• The role delivers planning to clients with a net worth of $1-10M.