Wealth Planner

Huntington National Bank • Minnetonka, MN

4d • Onsite

About The Position

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.

Requirements

• Bachelor’s degree
• Minimum 8 years of experience in financial planning or wealth management.
• Exceptional interpersonal and communication skills.
• Strong coaching and presentation abilities.

Nice To Haves

• CFP® designation preferred.

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 practices and effective discovery techniques.
• Ensure all financial plans meet compliance and regulatory requirements and reflect the firm’s planning philosophy.
• Stay informed of industry trends, tax laws, and planning strategies to provide clients with cutting-edge advice.
• Perform other duties as assigned.

Benefits

• health insurance coverage
• wellness program
• life and disability insurance
• retirement savings plan
• paid leave programs
• paid holidays
• paid time off (PTO)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level