Wealth Strategy Planning Associate

Huntington National Bank • Beachwood, OH

9d • Hybrid

About The Position

The Wealth Strategy Planning Associate is an integral part of the Wealth Strategy team, working directly with the Wealth Strategists and contributing to the team by performing several of the necessary tasks in developing and maintaining a financial plan for a client.

Requirements

• Bachelor’s Degree
• At least 3 years of experience in financial planning, with knowledge in basic concepts regarding estate and gift tax, estate planning, and trust administration

Nice To Haves

• Excellent communication skills
• High attention to detail
• Microsoft Office proficiency
• FINRA Licensing

Responsibilities

• Providing professional expertise and consultancy to prepare and review financial plans for the Wealth Strategists using excel and various planning software packages
• Ability to research specific tax and planning issues for client projects and external presentations
• Building relationships internally and externally as a trusted partner
• Ability to create and develop materials for client, prospect, and intermediary meetings
• Performs other duties as assigned

What This Job Offers

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