Wealth Planner

Huntington National Bank; Cincinnati (OH); Hybrid; USD 120,000 - 160,000; Full time

Job summary

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

The role emphasizes mentoring, regulatory compliance, and staying current with tax and industry trends. Office-based with potential flexible arrangements is noted.

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 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 with internal wealth advisors to support client relationship management and plan implementation.
• Provide mentorship and guidance to wealth advisors on financial planning best practices.

Skills

Interpersonal communication

Presentation skills

Coaching

Education

Bachelor’s degree

CFP designation

Job 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.

Description

Job 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
• Minimum 8 years of experience in financial planning or wealth management.

Preferred Qualifications

• CFP® designation preferred.
• 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

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.