Private Bank Wealth Advisor II: High-Net-Worth Growth

Huntington National Bank; Grand Rapids (MI); On-site; USD 85,000 - 115,000; Full time

Job summary

Huntington Private Bank seeks a Wealth Advisor II to serve as the primary client relationship manager responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. You will coordinate specialists to fulfill the plan and actively grow assets under management, loans, and deposits.

You will self-acquire new business through community involvement and centers of influence, delivering legendary client service while deepening relationships across Huntington’s segments.

Qualifications

• Bachelor’s Degree required.
• State Life and Health Licenses must be obtained within 90 days of hire.
• 3+ years of 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 the client’s Wealth Plan, focusing on 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.
• Provides legendary client service to retain client relationships.
• Builds strong relationships across Huntington business segments to deepen client relationships.
• Works with relationships of moderate to high complexity.
• Ensures knowledge of key compliance and regulatory requirements.
• Performs other duties as assigned.

Skills

Relationship management

Wealth planning

Client service

Communication

Education

Bachelor’s Degree

Job description

Huntington Private Bank seeks a Wealth Advisor II to serve as the primary client relationship manager responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. You will coordinate specialists to fulfill the plan and actively grow assets under management, loans, and deposits.

You will self-acquire new business through community involvement and centers of influence, delivering legendary client service while deepening relationships across Huntington’s segments.