• Wealth Strategy Planning Associate

    Huntington National Bank (Birmingham, MI)


    Description

    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

    + Ability to research specific tax and planning issues for client projects and external presentations

    + Building relationships internally and externally as a trusted partner

    + Ability to create and develop materials for client, prospect, and intermediary meetings

    + Performs 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) (No = eligible for overtime pay)

     

    Yes

    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 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.

     

    Huntington is an Equal Opportunity Employer.

     

    Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

     

    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.