Huntington National Bank
Wealth Strategy Planning Associate
Huntington National Bank, Beachwood, Ohio, United States, 44122
Join to apply for the
Wealth Strategy Planning Associate
role at
Huntington National Bank .
5 days ago Be among the first 25 applicants.
This position is open to anywhere within the Huntington Bank footprint.
Summary The Wealth Strategy Planning Associate is an integral part of the Wealth Strategy team, working directly with the Wealth Strategists and contributing to the team by performing several of the necessary tasks in developing and maintaining a financial plan for a client.
Duties & Responsibilities
Providing professional expertise and consultancy to prepare and review financial plans for the Wealth Strategists using Excel and various planning software packages.
Researching specific tax and planning issues for client projects and external presentations.
Building relationships internally and externally as a trusted partner.
Creating and developing materials for client, prospect, and intermediary meetings.
Performing other duties as assigned.
Basic Qualifications
Bachelor’s Degree.
At least 3 years of experience in financial planning, with knowledge in basic concepts regarding estate and gift tax, estate planning, and trust administration.
Preferred Qualifications
Excellent communication skills.
High attention to detail.
Microsoft Office proficiency.
FINRA Licensing.
Exempt Status Yes – not eligible for overtime pay.
Workplace Type Office. 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 will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F‑1 students, H‑1B professionals, O‑1 workers, TN workers, E‑3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full‑time basis.
Tobacco‑Free Hiring Practice Visit Huntington’s Career Web Site for more details.
Equal Opportunity Employer Huntington is an Equal Opportunity Employer.
Note to Agency Recruiters Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
Industries Banking, Financial Services, and Investment Banking
#J-18808-Ljbffr
Wealth Strategy Planning Associate
role at
Huntington National Bank .
5 days ago Be among the first 25 applicants.
This position is open to anywhere within the Huntington Bank footprint.
Summary The Wealth Strategy Planning Associate is an integral part of the Wealth Strategy team, working directly with the Wealth Strategists and contributing to the team by performing several of the necessary tasks in developing and maintaining a financial plan for a client.
Duties & Responsibilities
Providing professional expertise and consultancy to prepare and review financial plans for the Wealth Strategists using Excel and various planning software packages.
Researching specific tax and planning issues for client projects and external presentations.
Building relationships internally and externally as a trusted partner.
Creating and developing materials for client, prospect, and intermediary meetings.
Performing other duties as assigned.
Basic Qualifications
Bachelor’s Degree.
At least 3 years of experience in financial planning, with knowledge in basic concepts regarding estate and gift tax, estate planning, and trust administration.
Preferred Qualifications
Excellent communication skills.
High attention to detail.
Microsoft Office proficiency.
FINRA Licensing.
Exempt Status Yes – not eligible for overtime pay.
Workplace Type Office. 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 will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F‑1 students, H‑1B professionals, O‑1 workers, TN workers, E‑3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full‑time basis.
Tobacco‑Free Hiring Practice Visit Huntington’s Career Web Site for more details.
Equal Opportunity Employer Huntington is an Equal Opportunity Employer.
Note to Agency Recruiters Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
Industries Banking, Financial Services, and Investment Banking
#J-18808-Ljbffr