02/23/2026
Description This position is open to anywhere within the Huntington Bank footprint. 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...
Huntington
Birmingham, AL, USA
Full Time
