Wealth Planner

Huntington Bancshares
Pittsburgh
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 8+ yearsEducation: bachelorsSkills: ["Interpersonal communication","Coaching","Presentation","Client relationship management","Compliance mindset"]

Deliver an advice-led wealth planning experience for high-net-worth clients by leading discovery conversations and translating goals into tailored wealth strategies. Develop, present, and review plans covering retirement, tax, estate, investments, and risk management, while partnering with internal Wealth Advisors to support relationship management and plan implementation. Ensure plans meet compliance requirements, stay current on tax laws and industry trends, and mentor advisors through best practices in planning and discovery.

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Huntington Bancshares
Huntington Bancshares
1 day ago

Wealth Planner

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Last checked: 1 hour agoStatus: Live

Job Summary

Deliver an advice-led wealth planning experience for high-net-worth clients by leading discovery conversations and translating goals into tailored wealth strategies. Develop, present, and review plans covering retirement, tax, estate, investments, and risk management, while partnering with internal Wealth Advisors to support relationship management and plan implementation. Ensure plans meet compliance requirements, stay current on tax laws and industry trends, and mentor advisors through best practices in planning and discovery.
Location: Pittsburgh
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Lead financial planning engagements for HNW clients.
  • •Conduct thorough discovery conversations to identify client goals and financial objectives.
  • •Develop, present, and review customized financial plans (retirement, tax, estate, investment, and risk management).
  • •Collaborate with internal wealth advisors to support client relationship management and plan implementation.
  • •Ensure plans meet compliance and regulatory requirements, reflect the firm’s planning philosophy, and stay current on industry trends and tax laws.

Key Requirements

  • •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
Experience:8+ yearsWealth managementHigh-net-worth clients
Education:Bachelor's
Skills:Interpersonal communicationCoachingPresentationClient relationship managementCompliance mindset
Certifications:CFP®

Company Brief

Huntington Bancshares
Regional bank holding company providing commercial and consumer banking, payments, wealth management, and lending services across the Midwestern and select other U.S. markets. It serves individuals, small businesses, and corporate clients through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Columbus, United States
Founded: 1866
WebsiteLinkedIn