8080 - Wealth Planner jobs in United States
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Huntington National Bank · 14 hours ago

8080 - Wealth Planner

positionFairlawn, OH
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
date8+ years exp

Huntington National Bank is seeking a Wealth Planner responsible for delivering high-quality financial planning services to clients with a net worth of $1-10M. The role involves conducting in-depth discovery conversations and collaborating with clients and wealth advisors to design and implement comprehensive wealth strategies.

Asset ManagementFinanceFinancial Services
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H1B Sponsor Likelynote

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

Qualification

CFP® designationFinancial planning experienceWealth management experienceCoaching abilitiesInterpersonal skillsCommunication skillsPresentation abilities

Required

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

Preferred

CFP® designation preferred

Company

Huntington National Bank

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Huntington National Bank offers consumer, small business, and commercial banking, mortgages, wealth, and insurance services. It is a sub-organization of Huntington Distribution Finance.
dateFounded in 1866
location
Columbus, Ohio, USA
people-size10001+ employees
web-link
http://www.huntington.com

H1B Sponsorship

Huntington National Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (120)
2024 (118)
2023 (84)
2022 (114)
2021 (67)
2020 (48)

Funding

Current Stage
Public Company
Total Funding
$1.75B
Key Investors
FHLB Cincinnati
2026-01-17Grant
2024-11-18Post Ipo Debt· $1.75B
1978-01-13IPO

Leadership Team

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Donnell White
Senior Vice President - Chief Inclusion Officer
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Dontae Noel
Emerging Payments & Platforms Strategy
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Recent News

Pulse 2.0
Huntington Closes Cadence Bank Merger, Building $279 Billion Franchise And Expanding Across Texas And The South
2026-02-04
PR Newswire
Huntington Bank Completes Merger with Cadence Bank, Expanding Presence Across Texas and the South
2026-02-02
Morningstar.com
Cadence Bank Announces Fourth Quarter and Annual 2025 Financial Results
2026-01-22
Company data provided by crunchbase