Hybrid/Remote Private Wealth Advisor II

Huntington Bank; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Paid time off

Job summary

Huntington Bank, Chicago, seeks a Private Bank Wealth Advisor II to serve as the primary client relationship manager for High‑Net‑Worth clients, developing, delivering, and managing Wealth Plans.

You will coordinate specialists to fulfill plans, grow assets, loans, and deposits, and actively pursue new business while delivering exceptional service and maintaining regulatory compliance.

Qualifications

• Bachelor’s Degree required.
• State Life and Health Licenses required within 90 days of hire.
• At least 3 years wealth management/financial advisory/sales/relationship management experience with high- or ultra-high-net-worth clients.

Responsibilities

• Build relationships with existing and new clients and coordinate involvement of specialists to fulfill Wealth Plan.
• Self-acquire new business by being active and well connected in the community and with external centers of influence.
• Provide legendary client service to retain client relationships.
• Deepen client relationships across Huntington business segments and manage moderately to highly complex relationships.

Skills

Relationship management

High-net-worth clients

Communication skills

Sales

Multi-tasking

Education

Bachelor’s Degree

Job description

Huntington Bank, Chicago, seeks a Private Bank Wealth Advisor II to serve as the primary client relationship manager for High‑Net‑Worth clients, developing, delivering, and managing Wealth Plans.

You will coordinate specialists to fulfill plans, grow assets, loans, and deposits, and actively pursue new business while delivering exceptional service and maintaining regulatory compliance.