Senior Wealth Planner for High-Net-Worth Clients

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

Benefits offered by this job

Flexible work arrangement

Office-based role

Job summary

Huntington is seeking a Senior Wealth Planner in Grand Rapids, MI to deliver high-quality financial planning services for clients with 1–10 million net worth. You will conduct in-depth discovery conversations and partner with wealth advisors to design and implement comprehensive wealth strategies.

You will lead engagements, develop customized plans spanning retirement, tax, estate, investments, and risk management, and mentor other wealth advisors on best practices.

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, 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.

Skills

Discovery conversations

Financial planning

Client relationship management

Mentorship

Education

Bachelor's degree

CFP designation preferred

Job description

Huntington is seeking a Senior Wealth Planner in Grand Rapids, MI to deliver high-quality financial planning services for clients with 1–10 million net worth. You will conduct in-depth discovery conversations and partner with wealth advisors to design and implement comprehensive wealth strategies.

You will lead engagements, develop customized plans spanning retirement, tax, estate, investments, and risk management, and mentor other wealth advisors on best practices.