Wealth Planner

@ 0101 The Huntington National Bank
0101 The Huntington National Bank0101thehuntingtonnationalbank.com

Wealth Planner

Dallas, TX
Posted 4 weeks ago

About the job

Huntington Bank is a financial services firm providing wealth management. The Wealth Planner role involves delivering high-quality financial plans, collaborating with advisors, and ensuring regulatory compliance for clients with $1-10M net worth.

Requirements

  • 8+ years financial planning experience
  • Strong communication skills
  • Collaborative attitude
  • Client-focused service
  • Knowledge of tax and estate strategies

Qualifications

  • Bachelor’s degree
  • CFP® designation preferred
  • Interpersonal skills
  • Presentation abilities
  • Mentoring experience

Full job description

Description

Job Description

Summary:
The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies.


Duties And 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, incorporating retirement, tax, estate, investment, and risk management strategies.

  • Collaborate closely with internal wealth advisors to support client relationship management and plan implementation.

  • Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques.

  • Ensure all financial plans meet compliance and regulatory requirements and reflect the firm’s planning philosophy.

  • Stay informed of industry trends, tax laws, and planning strategies to provide clients with cutting-edge advice.

  • Perform other duties as assigned.

Basic Qualifications:

  • Bachelor’s degree

  • Minimum 8 years of experience in financial planning or wealth management.

​

Preferred Qualifications:

  • CFP® designation preferred.

  • Exceptional interpersonal and communication skills.

  • Strong coaching and presentation abilities

#LI-NG1

#LI-Onsite


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

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

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

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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