Wealth Planner
Huntington•Flint, MI
512d•Hybrid
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About The Position
The Wealth Planner at Huntington Private Bank is responsible for managing the financial planning experience for high-net-worth clients, specifically those with assets ranging from $1 million to $10 million. This role involves collaboration with internal advisors to build, present, and review financial plans, as well as providing training on planning and discovery processes. The Wealth Planner ensures the quality and consistency of financial plans and continuously refines training curriculums for internal advisors.
