Senior Wealth Planner: Strategic Financial Architect

Huntington National Bank; Indianapolis (IN); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Huntington National Bank is seeking a Wealth Planner in Indianapolis to deliver comprehensive planning for clients with $1-10M net worth. You will conduct in-depth discovery, design wealth strategies, and coordinate with wealth advisors to implement plans.

The role emphasizes high-quality service, compliance, and staying current on tax laws. A bachelor's degree and 8+ years of experience are required; CFP designation is preferred.

Qualifications

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

Responsibilities

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

Coaching

Presentation skills

Education

Bachelor’s degree

CFP designation

Job description

Huntington National Bank is seeking a Wealth Planner in Indianapolis to deliver comprehensive planning for clients with $1-10M net worth. You will conduct in-depth discovery, design wealth strategies, and coordinate with wealth advisors to implement plans.

The role emphasizes high-quality service, compliance, and staying current on tax laws. A bachelor's degree and 8+ years of experience are required; CFP designation is preferred.