Private Bank Wealth Advisor II — Hybrid/Remote

Huntington Bank; United States; Hybride; USD 90 000 - 170 000; Plein temps

Avantages offerts par ce poste

Health insurance coverage

Wellness program

Life and disability insurance

Retirement savings plan

Paid leave programs

Paid holidays

Paid time off (PTO)

Résumé du poste

Huntington Private Bank is seeking a Private Bank Wealth Advisor II to serve as the primary relationship manager for high-net-worth clients, developing, delivering, and managing comprehensive Wealth Plans.

The role focuses on growing assets under management, coordinating specialists, and delivering Legendary client service while deepening ties across Huntington’s business segments. A background in wealth management and strong communication are essential.

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.

Responsabilités

• 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.

Connaissances

Relationship management

Sales

Communication skills

Formation

Bachelor’s Degree

State Life and Health Licenses (within 90 days)

Description du poste

Huntington Private Bank is seeking a Private Bank Wealth Advisor II to serve as the primary relationship manager for high-net-worth clients, developing, delivering, and managing comprehensive Wealth Plans.

The role focuses on growing assets under management, coordinating specialists, and delivering Legendary client service while deepening ties across Huntington’s business segments. A background in wealth management and strong communication are essential.