Private Bank Wealth Advisor III

Huntington Bancshares, Inc.; Cahaba Commons (AL); Hybrid; USD 80,000 - 120,000; Full time

Job summary

Huntington Bancshares, Inc. is seeking a Private Bank Wealth Advisor III in Cahaba Commons, Alabama. This role focuses on developing and managing high-net-worth clients' Wealth Plans. The ideal candidate will build strong client relationships, ensure exceptional service, and have at least 5 years of relevant experience. State Life and Health Licenses are required to be obtained within 90 days. The position features an office environment with potential flexible work arrangements.

Qualifications

• 5+ years of experience in wealth management/financial advisory/sales.
• State Life and Health Licenses must be obtained within 90 days of hire.

Responsibilities

• Build relationships with clients and coordinate specialist involvement.
• Self-acquire new business and provide legendary client service.
• Work on relationships of moderate to high complexity.

Skills

Relationship management

Client acquisition

Client service

Communication skills

Education

Bachelor’s Degree

Job description

Description

Summary: The Private Bank Wealth Advisor III 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 5 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.
• 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).

Workplace Type: Office

Work Arrangements: Certain 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. Remote roles may have opportunities 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.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.