Huntington National Bank

Wealth Planner

Huntington National Bank$80K — $110K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; CFP® designation preferred.
  • At least 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 clients with a net worth of $1-10M.
  • Conduct thorough discovery conversations to identify client goals and financial objectives.
  • Develop and present customized financial plans incorporating various strategies.
  • Collaborate with internal wealth advisors to manage client relationships and implement plans.
  • Provide mentorship and training to wealth advisors on financial planning best practices.
  • Ensure compliance with regulatory requirements and alignment with the firm's planning philosophy.
  • Stay updated on industry trends, tax laws, and planning strategies.

Benefits

  • Flexible work arrangements available allowing a mix of in-office and remote work.
  • Emphasis on community and collaboration in the office environment.
Full Job Description
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
  • 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)
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.

About Huntington National Bank

Huntington National Bank Careers

Join the dynamic team at Huntington National Bank, a place where your career aspirations align with outstanding job opportunities. Our commitment to innovation, leadership, and professional growth makes Huntington an ideal environment for your ambitions to flourish.

Work You’ll Do

At Huntington, we empower our employees to master their career paths in the banking industry. As a member of our team, you will engage in meaningful work that directly impacts our clients and communities. With a focus on digital transformation and financial solutions, Huntington stands at the forefront of the banking sector.

Lead with Innovation and Leadership

Huntington National Bank is not just a bank; it's a pivotal platform for innovation and leadership in the financial industry. We offer a unique position in the marketplace that intersects financial services with cutting-edge technology and customer-centric solutions.

Explore Job Opportunities and Employment

Whether you're seeking your first job or you're a seasoned professional looking to transition, Huntington offers a range of employment opportunities. From entry-level positions to executive roles, our job openings cater to a diversity of skills and experiences.

Internship Programs

Kickstart your career with Huntington’s internship programs. These opportunities are designed to give you hands-on experience and insights into the banking sector, enhancing your resume and boosting your employability.

Benefits and Culture

At Huntington, we pride ourselves on a culture that supports diversity, inclusion, and professional development. Our benefits package is comprehensive, supporting not only your career growth but also your personal well-being and financial health.

Join Our Team

Be part of a team that values creativity, problem-solving, and collaboration. Huntington encourages a culture where innovation thrives, and diverse ideas are celebrated.

Networking and Professional Growth

Advance your career with unmatched opportunities for professional growth and networking. Huntington is dedicated to providing ongoing training and leadership programs that empower you to take your career to new heights.

Career Development

Invest in your future with Huntington’s career development programs. From diversity training to leadership workshops, we provide the tools necessary for you to succeed in your professional journey.

Stay Connected

Join the Huntington National Bank team today and discover how your career can prosper in an environment committed to your growth and success.

Search Huntington Jobs

Explore the positions that match your skills and interests. We are continuously hiring and looking for individuals who are passionate, driven, and ready to contribute to our success.

Keep Up to Date

Stay informed with career tips, industry insights, and insider perspectives—all from the people who are part of our Huntington family.

Job Alert Emails

Customize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the exciting and rewarding career opportunities that await at Huntington National Bank. Join us at Huntington National Bank, where your career is our commitment.
Learn more about Huntington National Bank
Size
19,722 employees
Market Cap
$21 billion
Industry
Net Income
$817 million
Founded
1866
5 Year Trend
+11.5%
NASDAQ

Similar Jobs

More Jobs at Huntington National Bank

More Finance & Insurance Jobs

Find similar Wealth Planner jobs: