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Hybrid Wealth Strategy Planner - Remote Eligible

Remote / Online - Candidates ideally in
Birmingham, Oakland County, Michigan, 48012, USA
Listing for: Huntington Bancshares, Inc.
Full Time, Remote/Work from Home position
Listed on 2025-12-25
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Birmingham, Michigan, is seeking a Wealth Strategy Planning Associate to work closely with Wealth Strategists. This position involves preparing financial plans, researching tax issues, and creating materials for client meetings. Candidates should possess a Bachelor's Degree and at least 3 years of relevant experience in financial planning. The firm promotes a flexible work environment combining office and remote arrangements.
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