Senior Wealth Planner for HNW Clients - Hybrid

Huntington National Bank; Pittsburgh (Allegheny County); On-site; USD 90,000 - 150,000; Full time

Job summary

Huntington National Bank seeks a Wealth Planner to deliver an advice-led planning experience for high-net-worth clients, leading sophisticated engagements that translate client goals into tailored wealth strategies.

Working with Wealth Advisors, you will provide guidance, stay abreast of tax and estate planning trends, and mentor advisors on discovery techniques to drive meaningful client outcomes.

Qualifications

• Bachelor’s degree required.
• CFP designation preferred.
• Minimum 8 years of experience in financial planning or wealth management.
• Exceptional interpersonal and communication skills.
• Strong coaching and presentation abilities.

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.

Skills

Exceptional interpersonal skills

Strong coaching

Presentation abilities

Education

Bachelor’s degree

CFP designation

Job description

Huntington National Bank seeks a Wealth Planner to deliver an advice-led planning experience for high-net-worth clients, leading sophisticated engagements that translate client goals into tailored wealth strategies.

Working with Wealth Advisors, you will provide guidance, stay abreast of tax and estate planning trends, and mentor advisors on discovery techniques to drive meaningful client outcomes.