Senior Wealth Planner for High-Net-Worth Clients

Huntington National Bank; Pittsburgh (Allegheny County); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Huntington National Bank seeks a Wealth Planner to lead sophisticated planning engagements for high-net-worth clients. The role partners with clients and Wealth Advisors to translate goals into tailored wealth strategies, delivering clear, actionable guidance and comprehensive planning that drives meaningful outcomes.

The position emphasizes deep discovery, collaboration with internal teams, and staying current with tax and planning strategies to provide exceptional service.

Qualifications

• Bachelor's degree required.
• CFP designation preferred.
• 8+ years in financial planning or wealth management.
• Exceptional interpersonal and communication skills.

Responsibilities

• Lead financial planning engagements for high-net-worth clients.
• Conduct discovery conversations to identify goals and objectives.
• Develop, present and review customized wealth plans (retirement, tax, estate, investment, risk).
• Collaborate with internal wealth advisors for relationship management and plan implementation.
• Mentor wealth advisors on planning best practices and discovery techniques.
• Ensure plans comply with regulatory requirements and firm philosophy.
• Stay informed on industry trends and tax laws to provide cutting-edge advice.
• Perform other duties as assigned.

Skills

Interpersonal skills

Communication

Coaching & presentation

Education

Bachelor's degree

Job description

Description

The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading sophisticated planning engagements through deep discovery and translating client goals into tailored, actionable wealth strategies. Working closely with both clients and Wealth Advisors, the Wealth Planner brings clarity and confidence to complex financial decisions while consistently delivering high-quality, comprehensive planning that drives meaningful outcomes.

Description

The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading sophisticated planning engagements through deep discovery and translating client goals into tailored, actionable wealth strategies. Working closely with both clients and Wealth Advisors, the Wealth Planner brings clarity and confidence to complex financial decisions while consistently delivering high-quality, comprehensive planning that drives meaningful outcomes.

Duties And Responsibilities

• Lead financial planning engagements for HNW clients.
• 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.
  
  
  

Basic Qualifications

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

Preferred Qualifications

• CFP® designation preferred.
• Exceptional interpersonal and communication skills.
• Strong coaching and presentation abilities
  
  
  

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.