Wealth Planner for High‑Net‑Worth Clients (Remote)
Huntington National Bank
Dallas, TX
- Remote job
Huntington National Bank seeks a Wealth Planner in Dallas, Texas, responsible for delivering high-quality financial planning services to clients with a net worth of $1-10M. The role involves leading planning engagements, conducting discovery conversations, developing customized financial plans, and collaborating with internal wealth advisors. Candidates should have a Bachelor's degree and a minimum of 8 years of experience in financial planning, with strong interpersonal and communication skills. Office-based with remote work opportunities. #J-18808-Ljbffr Huntington National Bank
Vacancy posted 3 days ago
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