Wealth Planner

Huntington National Bank; Pittsburgh (Allegheny County); On-site; USD 90,000 - 150,000; Full time

Job summary

Huntington National Bank seeks a Wealth Planner to deliver an advice-led planning experience for high-net-worth clients, leading sophisticated engagements that translate client goals into tailored wealth strategies.

Working with Wealth Advisors, you will provide guidance, stay abreast of tax and estate planning trends, and mentor advisors on discovery techniques to drive meaningful client outcomes.

Qualifications

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

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.

Skills

Exceptional interpersonal skills

Strong coaching

Presentation abilities

Education

Bachelor’s degree

CFP designation

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


• CFP® designation preferred.


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


• Exceptional interpersonal and communication skills.


• Strong coaching and presentation abilities.

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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.