Senior Wealth Planner - Hybrid/Remote High Net Worth
Remote / Online - Candidates ideally in
Oak Knoll, Hennepin County, Minnesota, USA
Listed on 2026-02-06
Oak Knoll, Hennepin County, Minnesota, USA
Listing for:
Huntington Bancshares, Inc.
Full Time, Remote/Work from Home
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
Location: Oak Knoll
A leading financial services company is seeking a Wealth Planner to deliver high-quality financial planning services to clients with a net worth of $1-10M. This role involves leading financial planning engagements, developing customized financial plans, and collaborating closely with wealth advisors. The ideal candidate will have a Bachelor’s degree, preferably a CFP® designation, and a minimum of 8 years of experience in financial planning or wealth management.
Excellent interpersonal and communication skills are essential for success in this role.
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Position Requirements
10+ Years
work experience
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