Wealth Planner

Huntington Bancshares
Cincinnati, Indianapolis
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 8+ yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Coaching","Presentation skills","Compliance-minded"]

Deliver high-quality wealth planning for clients with $1–10M net worth by leading financial planning engagements and conducting in-depth discovery to uncover goals and objectives. Build, present, and review customized plans covering retirement, tax, estate, investments, and risk management. Partner with internal wealth advisors to support relationship management and plan implementation, and mentor advisors on best practices while ensuring compliance with regulatory requirements and the firm’s planning philosophy.

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Huntington Bancshares
Huntington Bancshares
4 days ago

Wealth Planner

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Deliver high-quality wealth planning for clients with $1–10M net worth by leading financial planning engagements and conducting in-depth discovery to uncover goals and objectives. Build, present, and review customized plans covering retirement, tax, estate, investments, and risk management. Partner with internal wealth advisors to support relationship management and plan implementation, and mentor advisors on best practices while ensuring compliance with regulatory requirements and the firm’s planning philosophy.
Location: Cincinnati, Indianapolis
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Lead financial planning engagements for clients with $1–10M net worth.
  • •Conduct thorough discovery conversations to identify client goals, values, and financial objectives.
  • •Develop, present, and review customized wealth plans covering 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 and reflect the firm’s planning philosophy, while staying current on industry trends and tax laws.

Key Requirements

  • •Bachelor’s degree.
  • •Minimum 8 years of experience in financial planning or wealth management.
  • •CFP® designation is preferred.
  • •Exceptional interpersonal and communication skills.
  • •Strong coaching and presentation abilities.
Experience:8+ yearsWealth managementFinancial planning
Education:Bachelor's
Skills:CommunicationInterpersonal skillsCoachingPresentation skillsCompliance-minded
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