Senior Wealth Planner — Hybrid/Remote for High-Net-Worth
huntington bankGrand Rapids, MI
Senior Wealth Planner — Hybrid/Remote for High-Net-Worth
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
Huntington National Bank is seeking a Wealth Planner to deliver comprehensive planning for clients with a net worth of $1-10M. You will conduct discovery conversations, develop, present and review detailed wealth plans, and collaborate with internal wealth advisors to implement strategies. Ideal candidates have at least 8 years in financial planning or wealth management, with CFP preferred, and strong interpersonal and coaching skills. This is an onsite/hybrid role within our office-based team.
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Level
Senior L5
Location
Grand Rapids, MI
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today