Remote Senior Wealth Planner for High Net Worth Clients

0101 The Huntington National Bank; Grand Rapids (MI); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Huntington benefits package

Job summary

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

Required are a Bachelor’s degree and 8+ years in financial planning or wealth management; CFP designation is preferred. The position is office-based with opportunities for a collaborative, compliant advisory approach.

Qualifications

• Bachelor’s degree required.
• Minimum 8 years of experience in financial planning or wealth management.
• CFP designation preferred.

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 including retirement, tax, estate, investment, and risk management strategies.
• Collaborate with internal wealth advisors to support client relationship management and plan implementation.
• Mentor wealth advisors on financial planning best practices and discovery techniques.

Skills

CFP designation

Interpersonal communication

Coaching

Presentation skills

Education

Bachelor’s degree

Job description

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

Required are a Bachelor’s degree and 8+ years in financial planning or wealth management; CFP designation is preferred. The position is office-based with opportunities for a collaborative, compliant advisory approach.