Hybrid Private Bank Wealth Advisor II - High-Net-Worth Growth

Huntington Bank; Traverse City (MI); Sur place; USD 90 000 - 140 000; Plein temps

Résumé du poste

Huntington Bank is seeking a Private Bank Wealth Advisor II to serve as the primary client relationship manager for high-net-worth clients, developing and delivering comprehensive Wealth Plans. The role emphasizes building assets under management, loans, and deposits through proactive relationship management and community engagement.

The position requires a Bachelor's degree, Life/Health licenses within 90 days, and at least 3 years of wealth management or related experience.

Qualifications

• Bachelor’s degree required.
• State Life and Health Licenses required within 90 days of hire.
• At least 3 years of wealth management/financial advisory/relationship management experience 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 required.
• CFP license preferred but not required.

Responsabilités

• Builds relationships with existing and new clients and coordinates with specialists to fulfill the client’s Wealth Plan.
• 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 and deepen assets under management, loans, and deposits.
• Works with relationships of moderate to high complexity and ensures compliance with regulatory requirements.
• Collaborates with Huntington business segments to deepen client relationships.

Connaissances

Wealth management

Relationship management

Sales

Formation

Bachelor's degree

Description du poste

Huntington Bank is seeking a Private Bank Wealth Advisor II to serve as the primary client relationship manager for high-net-worth clients, developing and delivering comprehensive Wealth Plans. The role emphasizes building assets under management, loans, and deposits through proactive relationship management and community engagement.

The position requires a Bachelor's degree, Life/Health licenses within 90 days, and at least 3 years of wealth management or related experience.