Private Bank Wealth Advisor II

Huntington National Bank; Charleston (WV); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Tobacco-Free Hiring Practice?

Job summary

Huntington National Bank seeks a Private Bank Wealth Advisor II - Licensed to serve as the primary client relationship manager, developing, delivering, and managing a high-net-worth client’s Wealth Plan.

You will build relationships, coordinate specialists, and drive assets under management, loans, and deposits while maintaining top-tier client service and regulatory compliance in a dynamic banking environment.

Qualifications

• Bachelor’s Degree required.
• State Life and Health licenses must be obtained within 90 days of hire.
• Securities and life insurance licenses required.
• At least 3 years of wealth management/financial advisory experience with high-net-worth clients.
• May be Mortgage Loan Originator under SAFE Act; if applicable, registration required.

Responsibilities

• Builds relationships with existing and new clients to fulfill the Wealth Plan.
• Coordinate specialists to manage assets under management, loans, and deposits.
• Self-acquires new business by being active in the community and with centers of influence.
• Provide legendary client service to retain client relationships.
• Work with relationships across Huntington segments to deepen client relationships.
• Handle moderate to high complexity client relationships.
• Ensure compliance with regulatory requirements.
• Performs other duties as assigned.

Skills

Relationship building

Wealth management

Client service

Sales

Communication

Education

Bachelor’s Degree

Licenses required (Life & Health)

Securities & Life Insurance licenses

Job description

Summary

The Private Bank Wealth Advisor II - Licensed 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.

Description

Summary

The Private Bank Wealth Advisor II - Licensed 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.

Duties And 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.
• Responsible for providing 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.

Basic Qualifications

• Bachelor’s Degree
• State Life and Health Licenses required to be obtained within 90 days of hire
• Securities and life insurance licenses required.
• At least 3 years of wealth management/financial advisory/sales/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 to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.

Preferred Qualifications

• 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.

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters

Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.