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

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial PlanningCustomized Financial PlansClient DiscoveryFinancial Objectives DevelopmentWealth Management Strategies

Soft Skills

Interpersonal SkillsCommunication SkillsCoaching AbilitiesPresentation Skills

Certifications

CFP® Designation