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Senior Wealth Planner - High-Net-Worth Strategy
Remote / Online - Candidates ideally in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-06-03
Indianapolis, Hamilton County, Indiana, 46262, USA
Listing for:
Huntington Bancshares, Inc.
Full Time, Remote/Work from Home
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services institution is hiring a Wealth Planner in Indianapolis, IN. This role requires delivering high-quality financial planning services to clients with a net worth of $1-10M. Responsibilities include leading engagements, conducting discovery conversations, and collaborating with wealth advisors. Candidates should have a Bachelor’s degree, CFP® preferred, and at least 8 years of experience in financial planning. The position embraces a flexible work arrangement, mixing in-office and remote work for maximum effectiveness.
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Position Requirements
10+ Years
work experience
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