Senior Wealth Planner for High‑Net‑Worth Clients

Huntington National Bank; Cincinnati (OH); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Huntington National Bank is seeking a Wealth Planner to deliver comprehensive financial planning for clients with a net worth of $1-10M. You will conduct in-depth discovery conversations, design tailored wealth strategies, and collaborate with wealth advisors to implement plans.

The role emphasizes mentoring, regulatory compliance, and staying current with tax and industry trends. Office-based with potential flexible arrangements is noted.

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 thorough discovery conversations to identify client goals, values, and financial objectives.
• Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
• Collaborate with internal wealth advisors to support client relationship management and plan implementation.
• Provide mentorship and guidance to wealth advisors on financial planning best practices.

Skills

Interpersonal communication

Presentation skills

Coaching

Education

Bachelor’s degree

CFP designation

Job description

Huntington National Bank is seeking a Wealth Planner to deliver comprehensive financial planning for clients with a net worth of $1-10M. You will conduct in-depth discovery conversations, design tailored wealth strategies, and collaborate with wealth advisors to implement plans.

The role emphasizes mentoring, regulatory compliance, and staying current with tax and industry trends. Office-based with potential flexible arrangements is noted.