Wealth Planner

Huntington National Bank • Minnetonka, MN • 19h ago

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

CFP® designation preferred.

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

Exceptional interpersonal and communication skills.

Strong coaching and presentation abilities.

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.

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 Employer.

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

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

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