Private Bank Wealth Advisor II

Huntington; Grand Rapids (MI); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Huntington Private Bank is seeking a highly capable Private Bank Wealth Advisor II in Grand Rapids, MI to manage client relationships and deliver comprehensive Wealth Plans. You will coordinate with specialists to capture assets under management, loans, and deposits and actively grow the client base.

The role requires a bachelor’s degree, state life and health licenses within 90 days, and at least 3 years in wealth management or related fields.

Qualifications

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

Responsibilities

• Builds relationships with existing and new clients and coordinates involvement of specialists to fulfill Wealth Plan.
• Self-acquires new business by being active and connected in the community and with external centers of influence.
• Provides legendary client service to retain client relationships.
• Works with relationships of moderate to high complexity and complies with regulatory requirements.
• Handle relationships of moderate to high complexity and ensure regulatory compliance.

Skills

Relationship management

Client acquisition

Communication skills

Multi-tasking

multitasking

Education

Bachelor’s Degree

Job description

## Private Bank Wealth Advisor IIApply: Office: Grand Rapids, MI: Full time: Posted Today: R0075890# **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)Yes**Workplace Type:**OfficeOur Approach to **Office** Workplace TypeCertain 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.