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Senior Wealth Planner — Hybrid​/Remote Client Strategy

Remote / Online - Candidates ideally in
Houston, Harris County, Texas, 77246, USA
Listing for: Huntington National Bank
Full Time, Remote/Work from Home position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Huntington National Bank seeks a Wealth Planner in Houston, Texas, to deliver financial planning to clients with assets between $1-10M. The role involves leading financial engagements, conducting discovery conversations, and developing comprehensive wealth strategies. Candidates should have a bachelor's degree, preferably a CFP® designation, and a minimum of 8 years experience in financial planning or wealth management. The workplace combines office and remote work options, fostering community while supporting best work efforts.
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Position Requirements
10+ Years work experience
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