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Wealth Strategist

Company: Huntington Bancshares Inc
Location: Minnetonka
Posted on: January 10, 2022

Job Description:


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

Basic Qualifications:

* Bachelor's Degree
* 5+ years' experience business advisory, estate planning, and/or financial planning

Preferred Qualifications:

* 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: 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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