Wealth Planner

Huntington National Bank

Wealth Planner responsible for delivering financial planning services for clients with a net worth of $1-10M. Conduct discovery conversations and implement comprehensive wealth strategies in a team environment.

Posted 7/1/2026full-timeDallas • Texas • 🇺🇸 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, incorporating retirement, tax, estate, investment, and risk management strategies
Collaborate closely with internal wealth advisors to support client relationship management and plan implementation
Ensure all financial plans meet compliance and regulatory requirements and reflect the firm’s planning philosophy

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 arrangement
Provide mentorship, training, and guidance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial PlanningRetirement StrategiesTax StrategiesEstate PlanningInvestment StrategiesRisk Management

Soft Skills

Interpersonal SkillsCommunication SkillsCoaching AbilitiesPresentation Skills

Certifications

CFP® Designation