Senior Wealth Planner - HNW Client Strategy

0101 The Huntington National Bank; Pittsburgh (Allegheny County); On-site; USD 140,000 - 190,000; Full time

Job summary

Huntington is seeking a Wealth Planner to lead comprehensive planning engagements for high‑net‑worth clients. You will partner with Wealth Advisors to translate goals into actionable strategies and provide mentorship on best practices and discovery techniques.

The role emphasizes compliance, ongoing market awareness, and high‑quality, client‑centered planning. Office-based with potential for collaborative in-person interactions across our wealth management teams.

Qualifications

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

Responsibilities

• Lead financial planning engagements for HNW clients.
• 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

Interpersonal skills

Communication skills

Coaching & presentation

Education

Bachelor’s degree

Job description

Huntington is seeking a Wealth Planner to lead comprehensive planning engagements for high‑net‑worth clients. You will partner with Wealth Advisors to translate goals into actionable strategies and provide mentorship on best practices and discovery techniques.

The role emphasizes compliance, ongoing market awareness, and high‑quality, client‑centered planning. Office-based with potential for collaborative in-person interactions across our wealth management teams.