Company: Huntington Bancshares Inc
Posted on: January 10, 2022
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
* Developing and implementing business succession, transactional
advisory, estate, and financial plans to high net worth clients
* Ensuring solutions and advice are applied/delivered effectively
* Ensuring advisors expertise across geographies with continuous
* Utilizing planning software to effectively and successfully
deliver superior planning services to clients with a great client
* Working closely with Regional Presidents / Regional Executives /
Regional Managers / Local Advisory Teams to locally deliver
planning services and implement sales strategies
* Bachelor's Degree
* 5+ years' experience business advisory, estate planning, and/or
* 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
* Ability to manage multiple tasks, projects and assignments in a
changing environment with competing priorities while meeting tight
* Ability to thrive in a collaborative, team-oriented
* Excellent analytical and problem solving skills
* Ability to travel required
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site
for more details.
Agency Statement: Huntington does not accept solicitation from
Third Party Recruiters for any position
Keywords: Huntington Bancshares Inc, Minnetonka , Wealth Strategist, Other , Minnetonka, Minnesota
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