Huntington Bancshares, Inc.
Wealth Strategy Planning Associate
Huntington Bancshares, Inc., Birmingham, Michigan, us, 48012
Description
Summary:
The Wealth Strategy Planning Associate is an integral part of the Wealth Strategy team, working directly with the Wealth Strategists and contributing by performing several of the necessary tasks in developing and maintaining financial plans for clients.
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 of 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; No = eligible for overtime pay.
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 will not sponsor applicants for this position for immigration benefits, including but not limited to assistance 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.
Equal Employment Opportunity Statement Huntington is an Equal Opportunity Employer.
Tobacco‑Free Hiring Practice Visit Huntington’s Career Web Site for more details.
Agency Recruiter Note 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.
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The Wealth Strategy Planning Associate is an integral part of the Wealth Strategy team, working directly with the Wealth Strategists and contributing by performing several of the necessary tasks in developing and maintaining financial plans for clients.
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 of 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; No = eligible for overtime pay.
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 will not sponsor applicants for this position for immigration benefits, including but not limited to assistance 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.
Equal Employment Opportunity Statement Huntington is an Equal Opportunity Employer.
Tobacco‑Free Hiring Practice Visit Huntington’s Career Web Site for more details.
Agency Recruiter Note 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.
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