Wealth Planning Advisor

Wealth Planning Advisor

The Wealth Planning Advisor at Huntington National Bank is responsible for working with high-net-worth clients to design and implement comprehensive, personalized wealth plans. This role involves understanding clients' long-term financial goals and collaborating with a team of specialists to craft strategies in areas such as investment management, retirement planning, estate planning, and tax optimization.

Duties and Responsibilities:

• Develops and maintains strong relationships with existing and potential clients, focusing on their financial goals and providing strategic wealth planning advice tailored to their individual needs.
• Collaborates with internal teams, including tax, estate, and investment specialists, to create comprehensive wealth plans for clients.
• Identifies opportunities to grow assets under management, deposits, and loans by delivering solutions that align with clients’ financial goals and needs.
• Advises clients on strategies for wealth preservation, tax minimization, and long-term financial security.
• Actively expands the bank's business presence by networking with community leaders, professional advisors, and potential clients, building a strong external referral network.
• Ensures exceptional customer service and client satisfaction, fostering long-term client relationships and loyalty.
• Stays updated on changes in financial markets, regulations, and wealth planning strategies to ensure clients' plans remain optimal and compliant.
• Provides guidance on a range of financial products and services, including investment strategies, retirement planning, trust and estate planning, and tax-efficient wealth transfer techniques.
• Performs other duties as required to enhance the client's overall financial plan and achieve business goals.

Basic Qualifications:

• Bachelor's Degree in finance, economics, or a related field.
• At least three years of experience in wealth management, financial planning, or a related financial advisory role, focusing on high-net-worth individuals and families.
• Life and Health Licenses are required to be obtained within 90 days of hire.
• Demonstrated ability to work with clients to develop comprehensive financial strategies that align with their long-term financial goals.
• Strong knowledge of financial products, investment strategies, estate planning, retirement planning, and tax-efficient planning.
• Experience with compliance and regulatory requirements for financial planning and wealth management.

Preferred Qualifications:

• Securities licenses (Series 7, Series 66) and life insurance licenses are preferred but not required.
• Proven track record in developing and maintaining relationships with affluent clients and effectively addressing their wealth planning needs.
• Strong interpersonal and communication skills, with the ability to convey complex financial information in an understandable manner.
• Ability to work independently and manage multiple client portfolios simultaneously, ensuring high levels of client satisfaction and service.
• Ability to collaborate with internal teams and external advisors to offer holistic wealth management solutions.

A Wealth Planning Advisor at Huntington National Bank plays a crucial role in helping clients navigate the complexities of managing and growing their wealth. By working closely with clients and internal experts, the Wealth Planning Advisor designs tailored wealth plans that focus on investment strategies, tax planning, estate preservation, and achieving long-term financial goals. This role offers the opportunity to make a significant impact on clients’ financial well-being, building lasting relationships and supporting clients’ evolving needs.

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