Wealth Strategy Planning Associate

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.

• 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

• 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

• Excellent communication skills
• High attention to detail
• Microsoft Office proficiency
• FINRA Licensing

Yes = not eligible for overtime pay;
No = eligible for overtime pay.

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 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.

Huntington is an Equal Opportunity Employer.

Visit Huntington’s Career Web Site for more details.

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.