Wealth Planner-West MI

Huntington Bancshares
United States
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 8+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Communication","Coaching","Presentation"]

Deliver high-quality wealth planning for clients with $1–10M net worth by leading discovery conversations and creating customized financial plans. Build strategies across retirement, tax, estate, investment, and risk management, then present and review plans with clients. Partner with internal wealth advisors to support relationship management and implementation, ensure compliance and regulatory alignment, and provide mentorship and guidance on financial planning best practices.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Huntington Bancshares
Huntington Bancshares
2 days ago

Wealth Planner-West MI

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Deliver high-quality wealth planning for clients with $1–10M net worth by leading discovery conversations and creating customized financial plans. Build strategies across retirement, tax, estate, investment, and risk management, then present and review plans with clients. Partner with internal wealth advisors to support relationship management and implementation, ensure compliance and regulatory alignment, and provide mentorship and guidance on financial planning best practices.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key 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 covering retirement, tax, estate, investment, and risk management.
  • •Collaborate with internal wealth advisors to support client relationship management and plan implementation.
  • •Mentor, train, and guide wealth advisors; ensure plans meet compliance and regulatory requirements.

Key Requirements

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