Wealth Planner

0101 The Huntington National Bank; Pittsburgh (Allegheny County); On-site; USD 140,000 - 190,000; Full time

Job summary

Huntington is seeking a Wealth Planner to lead comprehensive planning engagements for high‑net‑worth clients. You will partner with Wealth Advisors to translate goals into actionable strategies and provide mentorship on best practices and discovery techniques.

The role emphasizes compliance, ongoing market awareness, and high‑quality, client‑centered planning. Office-based with potential for collaborative in-person interactions across our wealth management teams.

Qualifications

• Bachelor’s degree required.
• Minimum 8 years of experience in financial planning or wealth management.
• CFP® designation preferred.
• Exceptional interpersonal and communication skills.
• Strong coaching and presentation abilities.

Responsibilities

• Lead financial planning engagements for HNW clients.
• 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 skills

Communication skills

Coaching & presentation

Education

Bachelor’s degree

Job description

Description

The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading sophisticated planning engagements through deep discovery and translating client goals into tailored, actionable wealth strategies. Working closely with both clients and Wealth Advisors, the Wealth Planner brings clarity and confidence to complex financial decisions while consistently delivering high-quality, comprehensive planning that drives meaningful outcomes.

Duties and Responsibilities

• Lead financial planning engagements for HNW clients.
• 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)

Workplace Type

Office

Our Approach to Office Workplace Type

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 Employer

Huntington is an Equal Opportunity Employer.

Accessibility and Reasonable Accommodations

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