Apply

Ready to go for it?

AI Apply speeds things up—apply directly if you prefer.

FREE ACCESS
5,000–10,000 jobs/day
JobTailor Logo

See all jobs on JobTailor

Search thousands of fresh jobs every day.

Discover
  • Fresh listings
  • Fast filters
  • No subscription required
Create a free account and start exploring right away.
Huntington National Bank

Wealth Planner

Huntington National Bank

Wealth Planner responsible for high-quality financial planning for clients with $1-10M net worth. Collaborating with wealth advisors, developing customized financial strategies, and mentoring advisors.

Posted 7/1/2026full-timeCincinnati • Ohio • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and wealth management, with a focus on developing customized financial plans and mentoring wealth advisors. Strong communication and interpersonal skills are essential for conducting client discovery conversations and presenting financial strategies.

Highest-signal resume keywords
Financial PlanningWealth ManagementCFP® DesignationClient Relationship ManagementCoaching and Mentoring

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial PlanningCustomized Financial PlansClient DiscoveryFinancial Objectives DevelopmentWealth Management Strategies
Soft Skills
Interpersonal SkillsCommunication SkillsCoaching AbilitiesPresentation Skills
Certifications & Qualifications
CFP® Designation
Industry Keywords
Financial Planning EngagementsClient GoalsWealth Advisors CollaborationMentorshipTraining

About the role

Key responsibilities & impact
  • 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
  • Collaborate closely with internal wealth advisors
  • Provide mentorship, training, and guidance to wealth advisors

Requirements

What you’ll need
  • 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

Benefits

Comp & perks
  • Flexible work arrangements
  • Mentorship and training opportunities
  • Compliance with industry trends and strategies