Wealth Planner

0101 The Huntington National Bank; Pittsburgh (Allegheny County); Hybrid; USD 120,000 - 170,000; Full time

Job summary

The Huntington National Bank is seeking a Wealth Planner to lead sophisticated planning engagements for high-net-worth clients, translating goals into actionable strategies and presenting comprehensive plans. You will collaborate with Wealth Advisors, mentor planning best practices, ensure regulatory compliance, and stay current with tax and estate planning developments to deliver trusted counsel.

Requires a bachelor’s degree (CFP preferred) and 8+ years of experience.

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 high-net-worth clients
• Conduct discovery conversations to identify client goals and financial objectives
• Develop, present, and review customized financial plans covering retirement, tax, estate, investment, and risk management
• Collaborate with internal wealth advisors to support client relationships and plan implementation
• Provide mentorship and guidance to wealth advisors on planning best practices and discovery techniques
• Ensure plans meet compliance and reflect the firm’s planning philosophy
• Stay informed of industry trends, tax laws, and planning strategies to provide cutting-edge advice

Skills

Interpersonal skills

Coaching & presentation

Financial planning leadership

Education

Bachelor’s degree CFP designation preferred

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.

#LI-NG1 #LI-Onsite 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.

Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way we save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter.

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