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Senior Wealth Strategist The candidate will be 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. Bachelor's Degree is essential. Must have 5+ years' experience business advisory, estate planning, and/or financial planning. Advanced degree preferred (JD, CPA). Must have 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.
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