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Wealth Strategy Planner - Hybrid​/Remote Financial Planning

Remote / Online - Candidates ideally in
Birmingham, Oakland County, Michigan, 48012, USA
Listing for: Huntington Bank
Full Time, Remote/Work from Home position
Listed on 2025-12-13
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A leading financial institution is seeking a Wealth Strategy Planning Associate to join their team in Birmingham, MI. This role involves preparing financial plans, conducting research on tax issues, and building relationships with clients. The ideal candidate will have a bachelor’s degree and at least three years of experience in financial planning. Proficiency in Microsoft Office and excellent communication skills are necessary.

Competitive salary and a hybrid workplace model are offered.
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