Dallas, TX · On-site +1
$53K - $73K/yr
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 ...
Dallas, TX · On-site +1
$53K - $73K/yr
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 ...
Indianapolis, IN · On-site
$51K - $70K/yr
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 ...
Indianapolis, IN · On-site
$51K - $70K/yr
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 ...
Dallas, TX · On-site +1
$53K - $73K/yr
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 ...
Dallas, TX · On-site +1
$53K - $73K/yr
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 ...
Dallas, TX · On-site
$53K - $73K/yr
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 ...
Dallas, TX · On-site
$53K - $73K/yr
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 ...
$52K - $72K/yr
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 ...
$52K - $72K/yr
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 ...
$51K - $70K/yr
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 ...
$51K - $70K/yr
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 ...
Houston, TX · On-site
$49K - $68K/yr
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 ...
Houston, TX · On-site
$49K - $68K/yr
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 ...
Bedminster, NJ · On-site
The Senior Wealth Planner is a Certified Finance Planner professional and is the primary client contact responsible for maintaining the client financial planning relationship. The SWP manages all ...
Bedminster, NJ · On-site
The Senior Wealth Planner is a Certified Finance Planner professional and is the primary client contact responsible for maintaining the client financial planning relationship. The SWP manages all ...
Cincinnati, OH · On-site
$51K - $71K/yr
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 ...
Cincinnati, OH · On-site
$51K - $71K/yr
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 ...
$51K - $70K/yr
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 ...
$51K - $70K/yr
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 ...
Dallas, TX · On-site
$53K - $73K/yr
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 ...
Dallas, TX · On-site
$53K - $73K/yr
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 ...
Cincinnati, OH · On-site +1
$52K - $72K/yr
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 ...
Cincinnati, OH · On-site +1
$52K - $72K/yr
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 ...
Dallas, TX · On-site
$53K - $73K/yr
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 ...
Dallas, TX · On-site
$53K - $73K/yr
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 ...
Reston, VA · On-site
$56K - $77K/yr
Job Summary Cresset is seeking a Wealth Planner/CFP ® professional with extensive planning experience in serving the needs of high-net worth individuals, families, and business owners. The candidate ...
Reston, VA · On-site
$56K - $77K/yr
Job Summary Cresset is seeking a Wealth Planner/CFP ® professional with extensive planning experience in serving the needs of high-net worth individuals, families, and business owners. The candidate ...
Reston, VA · On-site
$56K - $77K/yr
Job Summary Cresset is seeking a Wealth Planner/CFP ® professional with extensive planning experience in serving the needs of high-net worth individuals, families, and business owners. The candidate ...
Reston, VA · On-site
$56K - $77K/yr
Job Summary Cresset is seeking a Wealth Planner/CFP ® professional with extensive planning experience in serving the needs of high-net worth individuals, families, and business owners. The candidate ...
San Jose, CA · On-site
Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life ...
San Jose, CA · On-site
Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life ...
Moline, IL · On-site
$75K - $113K/yr
OVERVIEW The Wealth Planner is responsible for developing client solutions for individuals with high-net worth and for handling all levels of planning situations for clients. The Wealth Planner is ...
Moline, IL · On-site
$75K - $113K/yr
OVERVIEW The Wealth Planner is responsible for developing client solutions for individuals with high-net worth and for handling all levels of planning situations for clients. The Wealth Planner is ...
Cincinnati, OH · On-site
$51K - $71K/yr
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 ...
Cincinnati, OH · On-site
$51K - $71K/yr
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 ...
Bedminster, NJ · On-site
The Senior Wealth Planner is a Certified Finance Planner professional and is the primary client contact responsible for maintaining the client financial planning relationship. The SWP manages all ...
Bedminster, NJ · On-site
The Senior Wealth Planner is a Certified Finance Planner professional and is the primary client contact responsible for maintaining the client financial planning relationship. The SWP manages all ...
$75K - $113K/yr
The Wealth Planner is responsible for developing client solutions for individuals with high-net worth and for handling all levels of planning situations for clients. The Wealth Planner is also ...
$75K - $113K/yr
The Wealth Planner is responsible for developing client solutions for individuals with high-net worth and for handling all levels of planning situations for clients. The Wealth Planner is also ...
$34.5K - $40K
6% of jobs
$40K - $45.6K
4% of jobs
$45.6K - $51.1K
6% of jobs
$54.4K is the 25th percentile. Wages below this are outliers.
$51.1K - $56.7K
14% of jobs
$56.7K - $62.2K
11% of jobs
The median wage is $64.7K / yr.
$62.2K - $67.8K
20% of jobs
$72.4K is the 75th percentile. Wages above this are outliers.
$67.8K - $73.3K
17% of jobs
$73.3K - $78.9K
12% of jobs
$78.9K - $84.4K
5% of jobs
$84.4K - $90K
3% of jobs
$90K - $95.5K
2% of jobs
$34.5K
$65.7K
$95.5K
| Aspect | Wealth Planner | Financial Advisor |
|---|---|---|
| Credentials | CFP, ChFC, or similar certifications | CFP, Series 7, Series 66, or similar |
| Work Environment | Holistic wealth management, personalized planning | Investment advice, portfolio management |
| Employer & Industry | Financial planning firms, independent advisors | Banks, brokerage firms, independent advisors |
Wealth Planners focus on comprehensive financial and estate planning, offering personalized strategies for wealth accumulation and preservation. Financial Advisors primarily concentrate on investment management and portfolio advice. While both roles require similar certifications and often work in overlapping environments, Wealth Planners provide broader, holistic financial solutions compared to the investment-centric approach of Financial Advisors.
$53K - $73K/yr
Full-time
Re-posted 17 days ago
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.
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