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Senior Wealth Planner - Hybrid/Remote Client Strategy

Huntington National Bank

Cincinnati, OH
  • Remote job

A financial services provider is seeking a Wealth Planner to deliver high-quality financial planning for clients with a net worth of $1-10M. This role includes leading financial engagements, conducting discovery conversations, and developing customized financial plans. Ideal candidates should have a Bachelor's degree, preferably a CFP® designation, and at least 8 years in financial planning or wealth management. The position promotes a combination of in-office and flexible work arrangements. #J-18808-Ljbffr Huntington National Bank

Vacancy posted 1 day ago
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