Wealth Advisor

Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties And Responsibilities 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. Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques. Ensure all financial plans meet compliance and regulatory requirements and reflect the firm’s planning philosophy. Stay informed of industry trends, tax laws, and planning strategies to provide clients with cutting-edge advice. Perform other duties as assigned. Basic Qualifications Bachelor’s degree Minimum 8 years of experience in financial planning or wealth management. Preferred Qualifications CFP® designation preferred. Exceptional interpersonal and communication skills. Strong coaching and presentation abilities Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way we save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. If you’d like to learn more about how Huntington looks out for people, visit We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of this site or if you require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to View email address on click.appcast.io Reasonable Accommodations Reasonable Accommodations Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds. EEOC Disclaimer Know Your Rights CA Data Privacy CA Data Privacy Rights Tobacco Disclaimer Tobacco-Free Hiring Practice #J-18808-Ljbffr