Private Bank Wealth Advisor II - HNW Relationship Lead

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

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.