Huntington National Bank is seeking a Wealth Planner to deliver comprehensive financial planning to clients with a net worth of $1-10M. The role involves in-depth discovery conversations and partnering with wealth advisors to design, present, and implement wealth strategies.
Required are a Bachelor’s degree and 8+ years in financial planning or wealth management; CFP designation is preferred. The position is office-based with opportunities for a collaborative, compliant advisory approach.
#J-18808-LjbffrRemote Senior Wealth Planner for High Net Worth Clients in grand rapids at Unknown Company
This position is listed as full time and onsite.