Wealth Planner

Huntington Bank; Cincinnati (OH); On-site; 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

## Wealth PlannerApplyremote type: Officelocations: Cincinnati, OH: Indianapolis, INtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R0071007# **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)Yes**Workplace Type:**OfficeOur Approach to **Office** Workplace TypeCertain 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.