Wealth Strategy Planner II
Remote / Online - Candidates ideally in
Birmingham, Oakland County, Michigan, 48012, USA
Listed on 2026-02-28
Birmingham, Oakland County, Michigan, 48012, USA
Listing for:
Huntington Bancshares, Inc.
Full Time, Part Time, Remote/Work from Home
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A financial institution is seeking a Wealth Strategy Planning Associate to join the Wealth Strategy team. This role involves preparing and reviewing financial plans, conducting research on tax and planning issues, and collaborating with internal and external partners. Candidates should hold a Bachelor's degree and have at least three years of experience in financial planning, with strong communication skills and attention to detail.
The workplace offers a blend of in-office and flexible working arrangements.
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