Senior Wealth Planner - High-Net-Worth Strategy
Huntington Bancshares, Inc.
A financial services institution is seeking a Wealth Planner to deliver planning for clients with a net worth of $1-10M. The role involves leading financial engagements, conducting discovery conversations, and collaborating with wealth advisors to implement comprehensive strategies. Candidates should have a Bachelor's degree and a minimum of 8 years of experience in financial planning. Exceptional interpersonal skills and a CFP® designation are preferred. This position offers a flexible work arrangement combining office and remote work. #J-18808-Ljbffr Huntington Bancshares, Inc.
Vacancy posted 22 hours ago
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