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Financial Planning Consultant

3 weeks ago

Elm Grove, Wisconsin, United States Huntington National Bank Full time

We're seeking a Wealth Management Advisor to join our team at Huntington National Bank. As a trusted advisor, you'll help high net worth individuals and families achieve their financial goals through personalized wealth management strategies.

About the Position

You'll work closely with clients to understand their financial objectives, developing tailored investment and insurance solutions to meet their needs. Your expertise will enable you to identify opportunities for growth and provide guidance on tax-efficient investing and estate planning.

Responsibilities
  • Develop and implement comprehensive wealth management plans for high net worth clients.
  • Maintain accurate records of client interactions and transactions.
  • Collaborate with internal teams to ensure seamless delivery of financial solutions.
Qualifications
  • Bachelor's Degree or equivalent experience.
  • Minimum 5 years of experience in wealth management or a related field.
  • Series 7, 63, 65/66, and Life and Health Licenses.