Wealth Strategy Planning Associate

4 days ago Be among the first 25 applicants

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.

• 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

Exempt Status: Yes (not eligible for overtime pay)

Workplace Type: Office – Certain positions may be eligible for a flexible work arrangement. Remote roles may occasionally meet in our branches. Specific arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for immigration benefits. 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.

• Seniority level:
  Mid-Senior level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales
• Industries:
  Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at Huntington National Bank by 2x.

Locations and Salary:

• Troy, MI – $28,000.00–$ (5 months ago)
• Livonia, MI – $50,000.00–$80,000.00 (3 weeks ago)
• Birmingham, MI – $85,000.00–$89,000.00 (3 weeks ago)
• Detroit, MI – $80,000.00–$ (1 month ago)
• Troy, MI – $65,000.00–$80,000.00 (1 month ago)