Centralized Financial Planning Consultant

Huntington Bancshares - Grand Rapids, MI

Full-time - Mid Level

Hybrid - Grand Rapids, MI

1,001-5,000 employees

Management of Companies and Enterprises

About the position

The Centralized Financial Planning Consultant role at Huntington Bank involves providing professional expertise in financial planning, developing standardized planning and investment analysis, and delivering educational materials to clients and advisors. The consultant will conduct financial analyses, investment research, and coordinate planning education to enhance the understanding of financial planning among advisors and partners.

Responsibilities

• Provide professional expertise and consultancy to prepare, review, and deliver financial plans.
• Develop standardized planning and investment analysis and proposal packages.
• Create and develop materials for client and prospect education.
• Research, coordinate, and develop topical planning education and information pieces.
• Conduct financial analyses and proposals.
• Conduct investment research, reporting, and analysis.
• Research specific tax and planning issues for client proposals and presentations.
• Deliver financial planning education to advisors and partners.
• Develop advisors' understanding of the value of financial planning.
• Introduce practice management techniques to enhance advisors' planning and advisory books of business.
• Build relationships internally as a trusted partner and ensure quality of central planning deliveries.

Requirements

• At least 3 years of experience in investment financial planning.
• Strong analytical skills.
• Excellent communication skills.
• High attention to detail.
• Ability to prioritize and track multiple tasks.
• Proficiency in Microsoft Office Suite.
• Valid Series 7, 65 or 66, and CFP.

Nice-to-haves

• Knowledge of Salesforce, MoneyGuide Pro, Envestnet, Broadridge, and Morningstar.