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Wealth Planner
Huntington National BankWealth 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.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning, including retirement, tax, estate, investment, and risk management strategies, while ensuring compliance with regulatory requirements. Strong interpersonal and communication skills are essential for effective client engagement and collaboration with wealth advisors.
Highest-signal resume keywords
Financial PlanningWealth ManagementCFP® DesignationClient Relationship ManagementCompliance and Regulatory Requirements
ATS Keywords
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Hard Skills
Financial PlanningRetirement StrategiesTax StrategiesEstate PlanningInvestment StrategiesRisk Management
Soft Skills
Interpersonal SkillsCommunication SkillsCoaching AbilitiesPresentation Skills
Certifications & Qualifications
CFP® Designation
Industry Keywords
Financial Planning EngagementsClient GoalsValuesFinancial ObjectivesCompliance
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