Private Bank Wealth Advisor II

About the role

The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan.

Responsibilities

• Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
• Self-acquires new business by being active and well-connected in the community and with external centers of influence.
• Provides legendary client service to retain client relationships.
• Builds strong relationships across all Huntington business segments to deepen client relationships.
• Works with relationships of moderate to high complexity.
• Knowledgeable on key compliance and regulatory requirements.
• Performs other duties as assigned.

Requirements

• Bachelor’s Degree.
• State Life and Health Licenses required to be obtained within 90 days of hire.
• At least 3 years of wealth management, financial advisory, sales, or relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.

NOTE: This position may be considered a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications are required.

Preferred Qualifications

• Securities and life insurance licenses preferred but not required.
• Demonstrated success working with high-net-worth clients.
• Proven ability to build strong relationships with clients.
• Excellent written and verbal communication skills.
• Ability to multi-task.

Workplace Type

This is an office-based role. Certain positions outside our branch network may be eligible for a flexible work arrangement, combining in-office and work-from-home opportunities. Specific work arrangements will be provided by the hiring team.

Exempt Status: Yes (not eligible for overtime pay).