The Wealth Planner is responsible for overseeing Huntington Private Bank’s financial planning experience to high-net-worth clients within the $1m to $10m segment. This role involves collaborating with internal advisors on building, presenting, and reviewing financial plans as well as training the internal advisors on planning and discovery.
Duties and Responsibilities:
- Review the first couple of plans for each internal advisor new to planning and review a sample size of plans for all other advisors to ensure consistency and quality.
- Build & Present plans when a complex client situation is involved or if the advisor is newer to planning.
- Collaborate planning strategies with internal advisors when reviewing or assisting in the planning process.
- Continuously build and refine training curriculums on planning & discovery for the internal Advisors.
- Planning and software training of internal Advisors, this involves gathering data, inputting data, modeling data, and presenting data.
- Discovery Training of field Advisors, this involves identifying clients’ priorities and concerns, goals, planning issues, external advisors, net worth and how we can help.
- Assist in building of and presentation of Wealth Insights.
- Assist the Wealth Strategists, as needed.
- Maintains and expands knowledge within the planning environment, this can involve fulfilling continuous education requirements, seminars, individual research, etc.
- Perform other duties as needed.
Basic Qualifications:
- Bachelor’s Degree
- 8+ years of related experience
Preferred Qualifications:
- CPA, CFP or CWS
- Strong knowledge of investments, estate planning, retirement and cash flow, education planning, business planning, benefits planning, risk management, philanthropic planning, credit, and liquidity
- Demonstrated client advisory and servicing skills
- Strong verbal and written communication skills
- Competency with Money Guide Pro, eMoney, MS Windows and Office Products & Salesforce
Exempt Status:
(Yes = not eligible for overtime pay) (No= eligible for overtime pay) Yes
Workplace Type:
Office
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
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