Senior Private Wealth Strategist - Hybrid/Remote-Eligible

Huntington National Bank; Columbus (OH); Hybrid; USD 102,000 - 208,000; Full time

Job summary

Huntington National Bank's Wealth Strategy team seeks a Wealth Strategist III to deliver the bank's intellectual capital to high net worth and complex clients and internal advisors.

You will partner on new business, develop and deliver estate, transactional, and financial plans, and ensure solutions are applied consistently across geographies. This office-based role emphasizes leadership, relationship building, and expert communication.

Qualifications

• Bachelor's Degree required.
• 10+ years of financial planning experience.
• Experience with estate and tax planning preferred.
• Strong communication and client relationship skills.
• Proficient with PowerPoint and Excel.

Responsibilities

• Deliver Huntington Private Bank's intellectual capital to high net worth clients and internal advisors.
• Partner on new business acquisition and retention.
• Develop and deliver estate, transactional, and financial plans to high net worth clients.
• Ensure solutions are applied effectively and consistently.
• Maintain advisor training and cross-geography expertise.
• Perform other duties as assigned.

Skills

Verbal and written communication

Leadership

Relationship management

Financial planning

Education

Bachelor's Degree

Juris Doctorate

CPA Certification

CFP Certification

Tools

PowerPoint

Excel

Financial planning software

Job description

Huntington National Bank's Wealth Strategy team seeks a Wealth Strategist III to deliver the bank's intellectual capital to high net worth and complex clients and internal advisors.

You will partner on new business, develop and deliver estate, transactional, and financial plans, and ensure solutions are applied consistently across geographies. This office-based role emphasizes leadership, relationship building, and expert communication.