ZipRecruiter

Log In

2

Remote Rbc Wealth Management Jobs in Michigan (NOW HIRING)

Huntington

Wealth Planner

Midland, MI · On-site +1

$46K - $63K/yr

Collaborate closely with internal wealth advisors to support client relationship management and ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

next page

Showing results 1-20

All JobsRemote Rbc Wealth Management JobsRemote Rbc Wealth Management Jobs in Michigan

Remote Rbc Wealth Management information

What is the difference between Remote Rbc Wealth Management vs Remote Financial Advisor?

AspectRemote Rbc Wealth ManagementRemote Financial Advisor
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentBank-affiliated, corporate settingIndependent or firm-affiliated, client-focused
Employer & IndustryRBC, banking and wealth management industryFinancial services firms, independent or corporate

Remote Rbc Wealth Management professionals typically work within RBC's banking environment, focusing on high-net-worth clients, while Remote Financial Advisors may work independently or for various firms, offering broader financial planning services. Both roles require similar certifications and serve clients remotely, but their employer settings and client focus differ.

What are the most commonly searched types of Rbc Wealth Management jobs in Michigan? The most popular types of Rbc Wealth Management jobs in Michigan are:
What are popular job titles related to Remote Rbc Wealth Management jobs in Michigan? For Remote Rbc Wealth Management jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Remote Rbc Wealth Management jobs in Michigan look for? The top searched job categories for Remote Rbc Wealth Management jobs in Michigan are:
What cities in Michigan are hiring for Remote Rbc Wealth Management jobs? Cities in Michigan with the most Remote Rbc Wealth Management job openings:
Remote Rbc Wealth Management jobs near you

Wealth Planner

Huntington

Midland, MI • On-site, Remote

$46K - $63K/yr

Full-time

Posted 22 days ago

Job description

Description

Summary:
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.


Duties And 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.

Basic Qualifications:

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


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