Private Bank Wealth Advisor II

0101 The Huntington National Bank; Grand Rapids (MI); In loco; USD 85.000 - 125.000; Tempo pieno

Descrizione del lavoro

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

The role focuses on capturing assets under management, loans, and deposits while expanding relationships across Huntington’s business segments. Strong communication and community ties are essential for success.

Competenze

• Bachelor’s Degree required; Life and Health licenses must be obtained within 90 days.
• At least 3 years in wealth management/financial advisory/sales/relationship management for high or ultra-high net worth clients.
• Securities and life insurance licenses preferred but not required.

Mansioni

• Builds relationships with existing and new clients and coordinates 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.
• Builds strong relationships across Huntington business segments to deepen client relationships.

Conoscenze

Communication skills

Relationship management

Multi-tasking

Sales experience

Regulatory knowledge

Formazione

Bachelor’s Degree

State Life and Health Licenses (required within 90 days)

Descrizione del lavoro

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

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

Workplace Type

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.

Equal Opportunity Employer

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice

Visit Huntington's Career Web Site for more details.

Welcome to Huntington!

At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way we save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. If that sounds like you, we hope you’ll apply to join our team.

Learn more about Huntington looks out for people

If you’d like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout

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Reasonable Accommodations

Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds.

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