$52.20K - $71.50K/yr
Full-time
Posted 27 days ago
Job 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)
Workplace Type:
OfficeOur 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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Frequently asked questions
Q: What skills or qualities help someone succeed as a Meeting Planner?
A: To succeed as a Meeting Planner, key technical skills include proficiency in event management software, such as Cvent or AllSeated, and knowledge of budgeting, logistics, and vendor management. Soft skills like effective communication, problem-solving, and attention to detail are also crucial, as Meeting Planners must coordinate with diverse stakeholders, manage timelines, and troubleshoot unexpected issues. By combining these technical and soft skills, Meeting Planners can deliver successful events, build strong relationships with clients and vendors, and advance their careers in the hospitality and events industry.
Q: What is the career path for a Meeting Planner?
A: A Meeting Planner's typical career progression involves starting as a Coordinator, where they assist in planning and executing events, then advancing to a Planner role, where they take on more responsibility for event design, budgeting, and logistics. As they gain experience, they can move into senior roles such as Senior Planner or Meeting Manager, overseeing large-scale events and leading teams of planners. Key opportunities for skill development include learning event management software, developing negotiation and communication skills, and staying up-to-date on industry trends, ultimately leading to long-term career prospects in event management, hospitality, or related fields.
