Wealth Planner

Huntington National Bank; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Huntington National Bank seeks a Wealth Planner in Dallas, Texas, responsible for delivering high-quality financial planning services to clients with a net worth of $1-10M. The role involves leading planning engagements, conducting discovery conversations, developing customized financial plans, and collaborating with internal wealth advisors. Candidates should have a Bachelor's degree and a minimum of 8 years of experience in financial planning, with strong interpersonal and communication skills. Office-based with remote work opportunities.

Qualifications

• Minimum 8 years of experience in financial planning or wealth management.
• Exceptional interpersonal and communication skills required.
• Strong coaching and presentation abilities needed.

Responsibilities

• Lead financial planning engagements for clients with a net worth of $1-10M.
• Conduct thorough discovery conversations to identify client goals and values.
• Develop and present customized financial plans, incorporating various strategies.
• Collaborate closely with wealth advisors to support client relationship management.
• Provide mentorship and guidance on financial planning best practices.
• Ensure compliance and adherence to regulatory requirements.
• Stay informed of industry trends and planning strategies.

Skills

Interpersonal skills

Communication skills

Coaching abilities

Presentation abilities

Education

Bachelor's degree

CFP® designation

Job description

Overview

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.

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.

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 Workplace

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.

Equal Opportunity

Huntington is an Equal Opportunity Employer.