Huntington National Bank Senior Wealth Strategist in Cleveland, Ohio
The Huntington Private Bank -- Senior Financial Planner / Wealth Strategist
*Position can sit in Akron, Canton, Cleveland, or Cincinnati
A Senior Financial Planner / Wealth Strategist is the core position responsible for delivering business succession, transaction advisory, estate, and financial planning services to high net worth clients of The Huntington Private Bank.
Delivering The Huntington Private Bank's intellectual capital to high net worth clients and internal advisors
Partnering on new business acquisition and retention/deepening of existing relationships
Developing and implementing business succession, transactional advisory, estate, and financial plans to high net worth clients
Ensuring solutions and advice are applied/delivered effectively and consistently
Ensuring advisors expertise across geographies with continuous training
Utilizing planning software to effectively and successfully deliver superior planning services to clients with a great client experience
Working closely with Regional Presidents / Regional Executives / Regional Managers / Local Advisory Teams to locally deliver planning services and implement sales strategies
5+ years' experience business advisory, estate planning, and/or financial planning
Advanced degree preferred (JD, CPA)
Over 10 years of experience in business succession, transaction advisory, estate, and financial planning preferably working with high-net worth individual owners and/or private business owners of mid-large sized corporations.
Expert understanding of business succession, transaction advisory, estate, and financial planning, including applicable legal, tax, and regulatory requirements.
Excellent communication, influencing, and negotiation skills.
Effective sales skills with proven organic growth track record.
Ability to manage multiple tasks, projects and assignments in a changing environment with competing priorities while meeting tight deadlines
Ability to thrive in a collaborative, team-oriented environment
Excellent analytical and problem solving skills
Ability to travel required
EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity
Tobacco-Free Hiring Practice: To demonstrate our commitment to health and wellness, Huntington will not hire any candidate who uses tobacco or any nicotine product including, but not limited to, cigarettes, cigars, pipes, smokeless tobacco, chewing tobacco, snuff or snus, nicotine gum, the nicotine patch or any other kind of nicotine replacement product (where permitted by applicable state law). Candidates applying for positions in those states will be notified of this practice during the recruitment process and, if offered a position, will be screened for cotinine (to check for use of tobacco and/or nicotine products and/or nicotine replacement therapy products) before they begin employment. If the position to which you're applying is covered by this practice, the job application will provide greater detail as to what constitutes tobacco use.
Huntington does not accept solicitation from Third Party Recruiters for any position.