Private Bank Wealth Advisor IV

Huntington National Bank; Chicago (IL); On-site; USD 102,000 - 208,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Retirement savings plan

Paid time off

Job summary

A leading financial institution in Chicago is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver comprehensive wealth plans. The ideal candidate has over 5 years of experience in wealth management and strong communication skills. This full-time position offers a competitive compensation range of $102,000 - $208,000 annually and an opportunity for a flexible workplace arrangement.

Qualifications

• 5+ years of wealth management or financial advisory experience.
• State licenses required within 90 days of hire.
• Experience with high or ultra-high net worth clients.

Responsibilities

• Build relationships with clients and coordinate specialists.
• Self-acquire new business through community involvement.
• Provide legendary client service and manage client relationships.

Skills

Wealth management experience

Client relationship management

Communication skills

Multi-tasking

Education

Bachelor’s Degree

Tools

State Life and Health Licenses

Securities and life insurance licenses

Job 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.

Description

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

Our approach to Office Workplace Type: 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 also come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Compensation Range

102,000.00 - 208,000.00 USD Annual

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. Huntington provides a variety of benefits including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays, and paid time off (PTO).

Huntington is an Equal Opportunity Employer.

Note: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to Huntington colleagues will be considered Huntington property.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Banking, Financial Services, and Investment Banking

Chicago, IL