Job Description
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 practic...
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 practic...
Ready to Apply?
Submit your application today and join our talented team at Huntington National Bank.
Submit ApplicationJob Details
- Location Midland, MI
- Job Type Full-time
- Category other-general
- Posted Date June 21, 2026
- Application Deadline July 02, 2026