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Wealth Strategist III
Experience
10 yrs required
Location
Indianapolis, IN, United States
Posted on
Sep 18, 2020
Profile
Wealth Strategist III
The candidate will be responsible for: Delivering The Huntington Private Bank's intellectual capital to high net worth and most clients and internal advisors. Partnering on new business acquisition and retention/deepening of existing relationships. Developing, implementing and possibly assisting in delivering 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. Must have Bachelor's Degree. Should have 10+ years of (Financial, Private CPA, JD Practice) planning experience. Juris Doctorate, CPA & CFP strongly preferred. Comprehensive knowledge on estate planning, tax planning, and financial planning desired. Competency with PowerPoint, Excel, and other financial planning software a plus.
Company info
Sign Up Now - MiamiCrossing.com
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Employer job 
90 Day Old Job 