Wealth Planner

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Last checked: 1 hour 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

Industry: Banking

Website

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Huntington Bancshares

4 weeks ago

Wealth Planner

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

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

Industry: Banking

Website