Senior Wealth Planner: HNW Client Strategy | Hybrid

Huntington Bank; Cincinnati (OH); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Huntington Bank is seeking a Wealth Planner to deliver planning for clients with $1–$10M in 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, and ensure compliance with regulatory requirements. The role includes mentoring wealth advisors and staying current on tax and planning strategies.

Qualifications

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

Responsibilities

• Lead financial planning engagements for clients with a net worth of $1–10M.
• Develop customized financial plans covering retirement, tax, estate, investments and risk management.
• Mentor wealth advisors on planning best practices and discovery techniques.

Skills

Communication

Coaching

Presentation

Discovery

Education

Bachelor's degree

CFP designation preferred

Job description

Huntington Bank is seeking a Wealth Planner to deliver planning for clients with $1–$10M in 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, and ensure compliance with regulatory requirements. The role includes mentoring wealth advisors and staying current on tax and planning strategies.