Senior Wealth Planner — Hybrid/Remote for High-Net-Worth

Huntington National Bank; Grand Rapids (MI); Hybrid; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Huntington National Bank is seeking a Wealth Planner to deliver comprehensive planning for clients with a net worth of $1-10M. You will conduct discovery conversations, develop, present and review detailed wealth plans, and collaborate with internal wealth advisors to implement strategies.

Ideal candidates have at least 8 years in financial planning or wealth management, with CFP preferred, and strong interpersonal and coaching skills. This is an onsite/hybrid role within our office-based team.

Qualifikationen

• 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.

Aufgaben

• Lead financial planning engagements for clients with a net worth of $1-10M.
• 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.

Kenntnisse

Interpersonal skills

Communication skills

Coaching

Presentation abilities

Ausbildung

Bachelor’s degree

Jobbeschreibung

Huntington National Bank is seeking a Wealth Planner to deliver comprehensive planning for clients with a net worth of $1-10M. You will conduct discovery conversations, develop, present and review detailed wealth plans, and collaborate with internal wealth advisors to implement strategies.

Ideal candidates have at least 8 years in financial planning or wealth management, with CFP preferred, and strong interpersonal and coaching skills. This is an onsite/hybrid role within our office-based team.