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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, transactiona... read more
Senior Manager Tax - Estates, Gifts, Trusts
The candidate will consult with high net worth clients on income tax, estate, trusts, and inheritance tax planning and compliance. Will conduct research using Thomson Reuters Checkpoint, BN and CCH tax research programs. Review partnership, LLC, S Corporation, 1040, 1041, and estate tax returns. Lead proactive growth for Blue internally and externally. Work with internal leaders, managers; expand existing client relationships by ...
Wealth Management Associate Advisor
The candidate will serve as the initial market resource for client, prospect and internal CPA inquiries regarding Wealth Management Services as well as local account servicing and client/prospect follow up. Actively participate in client, prospect and COI meetings in local market. Assist in developing Financial Plans for clients utilizing our eMoney financial planning tool. Provide investment analysis as needed or directed. Initiate and ...