Private Bank Wealth Advisor III

This position 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 5 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.

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.
• 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.

Schedule

This is an exempt position (not eligible for overtime pay).

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.