Description

Summary:

The Wealth Planner is responsible for overseeing Huntington Private Bank’s financial planning experience to high-net-worth clients within the $1m to $10m segment. This role involves collaborating with internal advisors on building, presenting, and reviewing financial plans as well as training the internal advisors on planning and discovery.

Duties and Responsibilities:

Review the first couple of plans for each internal advisor new to planning and review a sample size of plans for all other advisors to ensure consistency and quality.Build & Present plans when a complex client situation is involved or if the advisor is newer to planning.Collaborate planning strategies with internal advisors when reviewing or assisting in the planning process.Continuously build and refine training curriculums on planning & discovery for the internal Advisors.Planning and software training of internal Advisors, this involves gathering data, inputting data, modeling data, and presenting data.Discovery Training of field Advisors, this involves identifying clients’ priorities and concerns, goals, planning issues, external advisors, net worth and how we can help.Assist in building of and presentation of Wealth Insights.Assist the Wealth Strategists, as needed.Maintains and expands knowledge within the planning environment, this can involve fulfilling continuous education requirements, seminars, individual research, etc.Perform other duties as needed.

Basic Qualifications:

Bachelor’s Degree8+ years of related experience

Preferred Qualifications:

CPA, CFP or CWSStrong knowledge of investments, estate planning, retirement and cash flow, education planning, business planning, benefits planning, risk management, philanthropic planning, credit, and liquidityDemonstrated client advisory and servicing skillsStrong verbal and written communication skillsCompetency with Money Guide Pro, eMoney, MS Windows and Office Products & Salesforce

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Applications Accepted Through:

09/30/2024

Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled.

Workplace Type:

Hybrid

Compensation Range:

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). 

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position