Private Bank Wealth Advisor II

Huntington National Bank; Cincinnati (OH); On-site; USD 90,000 - 140,000; Full time

Job summary

The Huntington Private Bank is seeking a Wealth Advisor II in Cincinnati to lead client relationships and develop comprehensive Wealth Plans for high-net-worth individuals. You will coordinate a team of specialists to deliver tailored asset management, loans, and deposits, while expanding the bank's asset base and deepening client loyalty.

With a bachelor’s degree and 3+ years in wealth management, you will navigate regulatory requirements, maintain exceptional service, and grow your presence in

Qualifications

• Bachelor’s degree required.
• State Life and Health Licenses must be obtained within 90 days.
• 3+ years in wealth management, banking, or related advisory services for high-net-worth clients.
• Licenses for Mortgage Loan Originator under SAFE Act may apply.

Responsibilities

• Develop and manage Wealth Plans for high-net-worth clients.
• Build relationships with clients and coordinate specialists to fulfill plans.
• Acquire new business through community and centers of influence.
• Deliver legendary client service and deepen cross-sell across Huntington segments.
• Ensure compliance with applicable regulatory requirements.

Skills

Relationship management

Financial acumen

Sales & business development

Communication skills

Education

Bachelor’s Degree

Job description

Summary

The Private Bank Wealth Advisor II 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
• 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

• Securities and life insurance licenses preferred but not required.
• 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).

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.