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Senior Wealth Planner — Hybrid/Remote for High-Net-Worth

huntington bankGrand Rapids, MISenior L5
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

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