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Huntington National Bank · 6 hours ago

Wealth Strategy Planning Associate

Beachwood, OH

Full-time

Hybrid

Mid Level

3+ years exp

Huntington National Bank is seeking a Wealth Strategy Planning Associate to join their Wealth Strategy team. This role involves working with Wealth Strategists to develop and maintain financial plans for clients, providing professional expertise, and building trusted relationships.

Asset ManagementFinanceFinancial Services

No H1B

Responsibilities

Providing professional expertise and consultancy to prepare and review financial plans for the Wealth Strategists using excel and various planning software packages

Ability to research specific tax and planning issues for client projects and external presentations

Building relationships internally and externally as a trusted partner

Ability to create and develop materials for client, prospect, and intermediary meetings

Performs other duties as assigned

Qualification

Financial planningEstate planningTrust administrationMicrosoft OfficeFINRA LicensingCommunication skillsAttention to detail

Required

Bachelor's Degree

At least 3 years of experience in financial planning, with knowledge in basic concepts regarding estate and gift tax, estate planning, and trust administration