Wealth Planner

Jobtailor; Cincinnati (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

A financial services company is seeking a Wealth Planner to deliver high-quality financial planning services for clients with a net worth of $1-10M. This role involves leading financial planning engagements, conducting discovery conversations, and collaborating with internal wealth advisors. The ideal candidate will have a Bachelor’s degree, preferably a CFP® designation, and a minimum of 8 years of experience in financial planning or wealth management, along with exceptional interpersonal and communication skills. Remote work options may be available.

Qualifications

• Minimum 8 years of experience in financial planning or wealth management.
• Strong understanding of tax laws and planning strategies.
• Ability to develop comprehensive wealth strategies for clients.

Responsibilities

• Lead financial planning engagements for clients with a net worth of $1-10M.
• Conduct thorough discovery conversations to identify client goals.
• Develop and review customized financial plans incorporating various strategies.
• Collaborate with internal wealth advisors to support plan implementation.
• Provide mentorship and guidance to wealth advisors.

Skills

Exceptional interpersonal skills

Strong coaching abilities

Effective communication skills

Presentation abilities

Education

Bachelor’s degree

CFP® designation preferred

Job description

Description

Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies.

Duties And Responsibilities

• 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.

Basic Qualifications

• Bachelor’s degree
• CFP® designation preferred.
• Minimum 8 years of experience in financial planning or wealth management.
• Exceptional interpersonal and communication skills.
• Strong coaching and presentation abilities.
• Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type: Office

Our Approach to Office Workplace Type: Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.