Private Bank Wealth Advisor II - High-Net-Worth Strategy

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

Job summary

Huntington National Bank, 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.

The role emphasizes building relationships across Huntington segments, acquiring new business, and delivering legendary client service within a collaborative private banking environment.

Qualifications

• Bachelor’s Degree required.
• State Life and Health Licenses 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.

Responsibilities

• Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a focus 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.
• Provide 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.
• Knowledgeable on key compliance and regulatory requirements.

Skills

Demonstrated success working with high

Excellent written and verbal

Ability to multi-task

Education

Bachelor’s Degree

Job description

Huntington National Bank, 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.

The role emphasizes building relationships across Huntington segments, acquiring new business, and delivering legendary client service within a collaborative private banking environment.