Description

The Wealth Planner will be responsible for delivering Huntington Private Bank’s financial planning experience to high-net-worth clients within the $1m to $10m segment in a specific geographic market. This role is also responsible for leading Wealth Planners across the footprint.  Wealth Planner Manager will be responsible for reviewing financial plans as well as training Wealth Advisors on planning and discovery.

Duties and Responsibilities

• Lead the Financial Planning team that provides training, development, and support to Wealth Advisors
• Develop training and curriculum to support Wealth Planners overall growth
• Analyze and provide guidance on wealth planning and relationship review adoption and collaborate with sales leadership to improve client engagement in the planning process           
• Establish financial planning standards and oversee quality control
• Coordinate with the Wealth Strategy Group to develop client insights to support delivery of a high-quality client experience
• Develop advisor best practices to effectively build and manage a book of HNW client relationships
• Lead team of Wealth Planners driving a consistent but customized planning experience
• Meet with Wealth Advisors in market regularly to identify opportunities for new financial plans or updating existing plans in order to retain and expand client relationships
• Attend client meetings with Wealth Advisors and assist in discovery to understand clients’ goals and objectives to develop a customized financial plan
• Build financial plans within the software system including gathering data, inputting data, and modeling data
• Present financial plans at client meetings with clear steps of action
• Continuously build and refine planning and discovery training for Wealth Advisors
• Work with other colleagues in the market to ensure clients’ holistic needs are addressed
• Maintain and expand knowledge of complex, advanced planning techniques and relevant legislative and regulatory changes; conduct research as needed
• Perform other duties as needed
   

Basic Qualifications

• Bachelor’s Degree
• 5+ years of related experience
   

Preferred Qualifications
 

• CPA, CFP or CWS
• Strong knowledge of investments, estate planning, retirement and cash flow, education planning, business planning, benefits planning, risk management, philanthropic planning, credit, and liquidity
• Demonstrated client advisory and servicing skills
• Strong verbal and written communication skills
• Competency with Money Guide Pro, eMoney, MS Windows and Office Products & Salesforce

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

Workplace Type:

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 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