Full-Time

Wealth Planner

Posted on 1/15/2025

Huntington Bancshares

Huntington Bancshares

10,001+ employees

No salary listed

Senior

Bay Village, OH, USA

The role is hybrid, allowing for some work from home, but specific in-office days are not mentioned.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • Bachelor’s Degree
  • 5+ years of related experience
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
Desired 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
Huntington Bancshares

Huntington Bancshares

View

Company Size

10,001+

Company Stage

IPO

Headquarters

Columbus, Ohio

Founded

1866

Simplify Jobs

Simplify's Take

What believers are saying

  • Huntington's focus on digital banking aligns with industry trends towards technology-driven solutions.
  • The bank's awards highlight its strong customer service and relationship management capabilities.
  • Huntington's strategic investments in personalized financial services can drive customer loyalty.

What critics are saying

  • Increased competition from fintechs could erode Huntington's market share in digital banking.
  • Rising interest rates may reduce demand for Huntington's mortgage lending services.
  • Regulatory scrutiny on regional banks could increase compliance costs for Huntington.

What makes Huntington Bancshares unique

  • Huntington Bancshares operates 978 branches across 12 states, enhancing regional accessibility.
  • The bank has won 18 'Best Bank' awards for business and middle-market banking in 2025.
  • Huntington offers a comprehensive suite of banking, payments, and wealth management services.

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Benefits

Health Insurance

Wellness Program

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

Flexible Work Hours

Company News

PR Newswire
Apr 2nd, 2025
Huntington Bancshares Incorporated Announces First Quarter 2025 Earnings Call Details

COLUMBUS, Ohio, April 2, 2025 /PRNewswire/ -- Huntington Bancshares Incorporated (Nasdaq: HBAN) will release first quarter 2025 financial results prior to the market opening on Thursday, April 17, 2025. A news release and supporting financial data will be available at that time on the Investor Relations section of the company's website (www.huntington-ir.com).The Company will host a conference call to review quarterly financial results at 11 a.m. ET.Conference Call / Webcast InformationThe first quarter 2025 earnings conference call, along with slides, may be accessed via a live Internet webcast in the Investor Relations section of Huntington's website or through a dial-in telephone number at (877) 407-8029 or (201) 689-8029; conference ID #13752707.A replay of the webcast will be archived in the Investor Relations section of Huntington's website. A telephone replay will be available approximately two hours after the completion of the call through Friday, April 25, 2025, at (877) 660-6853 or (201) 612-7415; conference ID #13752707.About HuntingtonHuntington Bancshares Incorporated (Nasdaq: HBAN) is a $204 billion asset regional bank holding company headquartered in Columbus, Ohio. Founded in 1866, The Huntington National Bank and its affiliates provide consumers, small and middle‐market businesses, corporations, municipalities, and other organizations with a comprehensive suite of banking, payments, wealth management, and risk management products and services. Huntington operates 978 branches in 12 states, with certain businesses operating in extended geographies

PR Newswire
Mar 31st, 2025
Huntington Bancshares Incorporated Declares Cash Dividend On Its Series I Preferred Stock

COLUMBUS, Ohio, March 31, 2025 /PRNewswire/ -- Huntington Bancshares Incorporated announced that the Board of Directors declared and set aside a quarterly cash dividend on the company's 5.70% Series I Non-Cumulative Perpetual Preferred Stock (Nasdaq: HBANM) of $356.25 per share (equivalent to $0.35625 per depositary share) payable June 2, 2025, to shareholders of record on May 15, 2025.About HuntingtonHuntington Bancshares Incorporated (Nasdaq: HBAN) is a $204 billion asset regional bank holding company headquartered in Columbus, Ohio. Founded in 1866, The Huntington National Bank and its affiliates provide consumers, small and middle‐market businesses, corporations, municipalities, and other organizations with a comprehensive suite of banking, payments, wealth management, and risk management products and services. Huntington operates 978 branches in 12 states, with certain businesses operating in extended geographies. Visit Huntington.com for more information.SOURCE Huntington Bancshares Incorporated

PR Newswire
Mar 1st, 2025
Huntington Bank Wins 18 'Best Bank' Awards For Business, Middle Market Banking

COLUMBUS, Ohio, Feb. 27, 2025 /PRNewswire/ -- The Huntington National Bank has received 18 "Best Bank" awards as part of the 2025 Coalition Greenwich Awards for the banking, financing and investing services it delivered last year to small businesses and middle market companies across the U.S.The annual awards program recognizes outstanding leadership in U.S. small business banking and middle market banking based on thousands of interviews with companies. It is sponsored by Crisil Coalition Greenwich, a global provider of strategic benchmarking, analytics and insights to the financial services industry.Honorees "stand out for their ability to combine high-quality day-to-day service, innovative digital banking tools and insights that help optimize business performance," according to Crisil Coalition Greenwich.Huntington's business banking team received 10 awards:Best Bank – Satisfaction with Relationship Manager for Small Business Banking in the U.S. (Midwest)Best Bank – Values Long-Term Relationships for Small Business Banking in the U.S.Best Bank – Customer Service for Small Business Banking in the U.S.Best Bank – Advisory Capabilities of Relationship Manager for Small Business Banking in the U.S.Best Bank – Satisfaction with Cash Management Sales Specialist for Small Business Banking in the U.S.Best Bank – Satisfaction with Relationship Manager for Small Business Banking in the U.S.Best Bank – Ease of Making Payments for Small Business Banking in the U.S.Best Bank – Ease of Doing Business for Small Business Banking in the U.S.Best Bank – Product Capabilities in Cash Management for Small Business Banking in the U.S.Best Bank – Trust for Small Business Banking in the U.S.Huntington's middle market banking team won eight awards:Best Bank – Values Long-Term Relationships for Middle Market Banking in the U.S.Best Bank – Customer Service for Middle Market Banking in the U.S.Best Bank – Satisfaction with Relationship Manager for Middle Market Banking in the U.S.Best Bank – Ease of Making Payments for Middle Market Banking in the U.S.Best Bank – Ease of Doing Business for Middle Market Banking in the U.S.Best Bank – Product Capabilities in Cash Management for Middle Market Banking in the U.S.Best Bank – Trust for Middle Market Banking in the U.S.Best Bank – Satisfaction with Relationship Manager for Middle Market Banking in the U.S. (Midwest)Huntington's business banking team serves thousands of small businesses both throughout its footprint and across the country

Business Journal Daily
Feb 28th, 2025
Huntington Wins 18 Awards for Business, Middle-Market Banking

COLUMBUS, Ohio - Huntington National Bank has received 18 Best Bank awards as part of the 2025 Coalition Greenwich Awards for the banking, financing and investing services it delivered last year to small businesses and middle-market companies across the U.S.

ETF Daily News
Feb 26th, 2025
Allworth Financial LP Has $37,000 Stake in Maplebear Inc. (NASDAQ:CART)

Huntington National Bank purchased a new stake in Maplebear in the 3rd quarter valued at $54,000.

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