Senior Wealth Planner for High-Net-Worth Clients

Huntington Bancshares, Inc.; Grand Rapids (MI); Híbrido; USD 90 000 - 140 000; Tempo integral

Resumo da oferta

Huntington Bancshares, Inc. is seeking a senior Wealth Planner to deliver comprehensive financial planning for high-net-worth clients.

You will lead planning engagements, conduct discovery conversations, and collaborate with wealth advisors to design and implement strategies across retirement, tax, estate, and risk management. Qualified candidates will have a bachelor’s degree and at least 8 years’ experience in wealth management.

Qualificações

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

Responsabilidades

• 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 closely with internal wealth advisors to support client relationship management and plan implementation.
• Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques.
• Ensure all financial plans meet compliance and regulatory requirements and reflect the firm’s planning philosophy.
• Stay informed of industry trends, tax laws, and planning strategies to provide clients with cutting-edge advice.
• Perform other duties as assigned.

Conhecimentos

Discovery conversations

Financial planning

Client relationship management

Communication

Formação académica

Bachelor’s degree

Descrição da oferta de emprego

Huntington Bancshares, Inc. is seeking a senior Wealth Planner to deliver comprehensive financial planning for high-net-worth clients.

You will lead planning engagements, conduct discovery conversations, and collaborate with wealth advisors to design and implement strategies across retirement, tax, estate, and risk management. Qualified candidates will have a bachelor’s degree and at least 8 years’ experience in wealth management.