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Senior Wealth Strategist in Columbus at Huntington

Date Posted: 8/11/2018

Job Snapshot

Job Description

The Huntington Private Bank -- Senior Financial Planner / Wealth Strategist

*Position can sit in Akron, Canton, Cleveland, or Cincinnati

A Senior Financial Planner / Wealth Strategist is the core position responsible for delivering business succession, transaction advisory, estate, and financial planning services to high net worth clients of The Huntington Private Bank.


  • Delivering The Huntington Private Bank's intellectual capital to high net worth clients and internal advisors
  • Partnering on new business acquisition and retention/deepening of existing relationships
  • Developing and implementing business succession, transactional advisory, estate, and financial plans to high net worth clients
  • Ensuring solutions and advice are applied/delivered effectively and consistently
  • Ensuring advisors expertise across geographies with continuous training
  • Utilizing planning software to effectively and successfully deliver superior planning services to clients with a great client experience
  • Working closely with Regional Presidents / Regional Executives / Regional Managers / Local Advisory Teams to locally deliver planning services and implement sales strategies

Basic Qualifications:

  • Bachelor's Degree
  • 5+ years' experience business advisory, estate planning, and/or financial planning
Preferred Qualifications:
  • Advanced degree preferred (JD, CPA)
  • Over 10 years of experience in business succession, transaction advisory, estate, and financial planning preferably working with high-net worth individual owners and/or private business owners of mid-large sized corporations.
  • Expert understanding of business succession, transaction advisory, estate, and financial planning, including applicable legal, tax, and regulatory requirements.
  • Excellent communication, influencing, and negotiation skills.
  • Effective sales skills with proven organic growth track record.
  • Ability to manage multiple tasks, projects and assignments in a changing environment with competing priorities while meeting tight deadlines
  • Ability to thrive in a collaborative, team-oriented environment
  • Excellent analytical and problem solving skills
  • Ability to travel required
EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Huntington does not accept solicitation from Third Party Recruiters for any position.