Wealth Planner

Huntington Bancshares
Dallas, Houston
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 designing comprehensive strategies. Build, present, and review customized plans covering retirement, tax, estate, investments, and risk management. Partner with internal wealth advisors on relationship management and plan implementation, while ensuring compliance with regulatory requirements and staying current on tax law and planning strategies.

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Huntington Bancshares
Huntington Bancshares
2 months ago

Wealth Planner

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Last checked: 4 hours agoStatus: Live

Job Summary

Deliver high-quality wealth planning for clients with $1–10M net worth by leading discovery conversations and designing comprehensive strategies. Build, present, and review customized plans covering retirement, tax, estate, investments, and risk management. Partner with internal wealth advisors on relationship management and plan implementation, while ensuring compliance with regulatory requirements and staying current on tax law and planning strategies.
Location: Dallas, Houston
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 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 relationship management and plan implementation.
  • •Ensure plans meet compliance and regulatory requirements and reflect the firm’s planning philosophy.

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 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