Private Bank Wealth Strategist III

About the role

The Wealth Strategist III is responsible for delivering Huntington Private Bank's intellectual capital to high net worth and complex clients and internal advisors. Certain positions may be eligible for a flexible work arrangement combining in‑office and remote work. This role is exempt (not eligible for overtime pay).

Responsibilities

• Delivering 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.
• Performs other duties as assigned.

Requirements

• Bachelor's Degree
• 10+ years of (Financial, Private CPA, JD Practice) planning experience

Qualifications

• Juris Doctorate, CPA & CFP strongly preferred
• Comprehensive knowledge on estate planning, tax planning, and financial planning
• Competency with PowerPoint, Excel, and other financial planning software
• Excellent verbal and written communication skills
• Strong leadership skills and ability to influence
• Ability to form strong relationships with internal and external partners
• Strong PC skills and Internet Skills
• Ability to interact effectively with all levels across the organization
• Ability to thrive in a collaborative, team‑oriented environment
• Problem solving skills/ability to handle complex issues
• Ability to multi‑task and meet tight deadlines

Benefits

• Health insurance coverage
• Wellness program
• Life and disability insurance
• Retirement savings plan
• Paid leave programs
• Paid holidays
• Paid time off (PTO)

Pay

Compensation range: $102,000 – $208,000 base salary. Actual compensation varies based on location, experience, and education. Colleagues are also eligible to participate in an applicable incentive compensation plan.