Description Summary: The Wealth Planner is responsible for overseeing Huntington Private Bank's financial planning... of Wealth Insights. Assist the Wealth Strategists, as needed. Maintains and expands knowledge within the planning environment...
community. Develops and maintains an in-depth knowledge of financial wealth management services and products... & 65) (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred...