Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor III
Cincinnati, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor III
Cincinnati, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor II
Cincinnati, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor II
Cincinnati, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor II
Columbus, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor II
Columbus, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor II
Cincinnati, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor II
Cincinnati, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor III
Cincinnati, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor III
Cincinnati, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor II
Columbus, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor II
Columbus, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor II
Cincinnati, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor II
Cincinnati, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor III
Cincinnati, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor III
Cincinnati, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor II
Columbus, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
Private Bank Wealth Advisor II
Columbus, OH · On-site +1
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...
HFA Financial Advisor Senior - Branch
Cleveland, OH · On-site +1
Medical
Life
Retirement
PTO
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 70,000 - 140 ...
HFA Financial Advisor Senior - Branch
Cleveland, OH · On-site +1
Medical
Life
Retirement
PTO
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 70,000 - 140 ...
HFA Financial Advisor Senior - Branch
Cleveland, OH · On-site +1
$70K - $140K/yr
Medical
Life
Retirement
PTO
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 70,000 - 140 ...
HFA Financial Advisor Senior - Branch
Cleveland, OH · On-site +1
$70K - $140K/yr
Medical
Life
Retirement
PTO
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 70,000 - 140 ...
HFA Financial Advisor Senior - Branch
Cleveland, OH · On-site +1
Medical
Life
Retirement
PTO
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 70,000 - 140 ...
HFA Financial Advisor Senior - Branch
Cleveland, OH · On-site +1
Medical
Life
Retirement
PTO
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 70,000 - 140 ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor ...
Remote Cfp information
What is a remote CFP?
Remote CFPs are Certified Financial Planners who provide financial planning services to clients virtually, rather than meeting in person. They use technology such as video conferencing, secure messaging, and online financial tools to advise clients on investments, retirement, taxes, and other financial matters. This remote model offers flexibility and convenience for both the planner and the client, allowing access to expert advice regardless of location. Remote CFPs must still meet the same rigorous certification and ethical standards as traditional CFPs.
How can I get a remote job as a CFP?
The primary qualifications for getting a remote job as a CFP are your CFP license and several years of experience in this field. The license itself is offered exclusively through the CFP Board, which manages the certification process and requires all applicants to meet benchmarks for education, examinations, experience, and ethics. The ethics process involves a rigorous background check, though problems in your past do not necessarily bar you from obtaining certification. Fulfilling the responsibilities and duties of a remote CFP job requires math skills, communication skills, good hearing, flexibility, reliable access to high-speed internet, and creativity when helping clients overcome their unique challenges.
What are the key skills and qualifications needed to thrive as a remote CFP, and why are they important?
To thrive as a Remote CFP, you need a solid background in financial planning, investment strategies, and regulatory compliance, typically supported by a CFP certification and relevant finance degree. Familiarity with financial planning software (like eMoney or MoneyGuidePro), secure communication platforms, and CRM tools is essential. Strong interpersonal skills, self-motivation, and clear virtual communication distinguish outstanding professionals in this role. These capabilities are crucial for delivering trustworthy advice, building client relationships, and efficiently managing tasks in a remote environment.
How do remote CFPs typically build and maintain client relationships without in-person meetings?
Remote Certified Financial Planners (CFPs) leverage digital communication tools like video conferencing, secure messaging, and collaborative financial planning software to connect with clients. Building trust remotely can be challenging, so clear communication, timely follow-ups, and personalized financial advice are essential. Many remote CFPs schedule regular virtual check-ins and use interactive dashboards to keep clients engaged and informed about their financial plans. This approach allows for flexibility and accessibility, while still fostering strong, long-term client relationships.
What is the difference between Remote Cfp vs Remote Financial Advisor?
| Aspect | Remote Cfp | Remote Financial Advisor |
|---|---|---|
| Certifications | Certified Financial Planner (CFP) | Typically holds CFP or similar certifications |
| Work Environment | Remote, client-facing, planning-focused | Remote, client-facing, investment and planning services |
| Industry Usage | Financial planning, wealth management | Financial advisory, investment management |
| Common Search Intent | Financial planning, certification, remote work | Investment advice, client management, remote work |
Remote CFPs primarily focus on comprehensive financial planning and hold specific certifications, whereas Remote Financial Advisors may offer investment advice and wealth management services, often with overlapping certifications. Both roles are client-facing and commonly work remotely within the financial industry, but their core responsibilities differ slightly.
More about Remote Cfp jobs
What are the most commonly searched types of Cfp jobs in Ohio?
The most popular types of Cfp jobs in Ohio are:
What are popular job titles related to Remote Cfp jobs in Ohio?
For Remote Cfp jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Remote Cfp jobs in Ohio look for?
The top searched job categories for Remote Cfp jobs in Ohio are:
What cities in Ohio are hiring for Remote Cfp jobs?
Cities in Ohio with the most Remote Cfp job openings:
Full-time
Re-posted 17 days ago
Job description
Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence.
Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity.
Knowledgeable on key compliance and regulatory requirements. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree State Life and Health Licenses required to be obtained within 90 days of hire At least 10 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.
NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required. Preferred Qualifications: Securities and life insurance licenses.
Demonstrated success working with high net worth clients. Proven ability to build strong relationships with clients. Excellent written and verbal communication skills.
Ability to multi-task. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home.
Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. Apply.