Wealth Planner

Huntington National Bank

. Lead financial planning engagements for clients with a net worth of $1–10M .

Posted 9/15/2026full-timeCincinnati • Ohio • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, including retirement, tax, estate, investment, and risk management strategies, while ensuring compliance with regulatory requirements. Provides mentorship and training to wealth advisors, fostering best practices in client engagement and financial planning.

Highest-signal resume keywords

Financial PlanningWealth ManagementCFP® DesignationClient Relationship ManagementCompliance and Regulatory Requirements

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningRetirement StrategiesTax StrategiesEstate PlanningInvestment StrategiesRisk ManagementDiscovery TechniquesPlan ImplementationClient Goal IdentificationFinancial Objectives

Soft Skills

Interpersonal SkillsCommunication SkillsCoaching AbilitiesPresentation SkillsMentorship

Certifications & Qualifications

CFP® Designation

Industry Keywords

Financial Planning EngagementsComplianceRegulatory RequirementsIndustry TrendsFinancial Planning Best Practices

About the role

Key responsibilities & impact

Lead financial planning engagements for clients with a net worth of $1–10M
Conduct discovery conversations to identify client goals, values, and financial objectives
Develop, present, and review customized financial plans covering retirement, tax, estate, investment, and risk management strategies
Collaborate with internal wealth advisors on client relationship management and plan implementation
Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and discovery techniques
Ensure financial plans meet compliance and regulatory requirements and reflect the firm’s planning philosophy
Stay informed about industry trends, tax laws, and planning strategies
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s degree
Minimum 8 years of experience in financial planning or wealth management
CFP® designation preferred
Exceptional interpersonal and communication skills
Strong coaching and presentation abilities
Must meet compliance and regulatory requirements for financial plans

Benefits

Comp & perks

Exempt status; not eligible for overtime pay
Potential flexible work arrangements for certain positions outside the branch network, combining in-office and work-from-home options (specific arrangements provided by the hiring team)