Description

Summary:

The Wealth Strategy Planning Associate is an integral part of the Wealth Strategy team, working directly with the Wealth Strategists and contributing to the team by performing several of the necessary tasks in developing and maintaining a financial plan for a client.Duties & 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

Basic Qualifications:

• 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

Preferred Qualifications:

• Excellent communication skills

• High attention to detail

• Microsoft Office proficiency

• FINRA Licensing

  Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Hybrid

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

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

This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.