Private Bank Wealth Advisor III

Huntington National Bank; Cincinnati (OH); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships. This role involves developing and delivering comprehensive Wealth Plans, ensuring client satisfaction, and acquiring new business through community engagement. The ideal candidate will have a strong background in wealth management, excellent communication skills, and the ability to manage complex client relationships. Join a forward-thinking organization that values client relationships and offers flexible work arrangements, making a significant impact in the financial services sector.

Qualifications

• 5+ years of experience in wealth management or financial advisory.
• State Life and Health Licenses required within 90 days of hire.

Responsibilities

• Build relationships with clients to fulfill their Wealth Plan.
• Self-acquire new business through community involvement.
• Ensure compliance with regulatory requirements.

Skills

Wealth Management

Client Relationship Management

Sales

Communication Skills

Multitasking

Education

Bachelor’s Degree

Job description

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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

• Build relationships with existing and new clients and coordinate the involvement of other specialists to fulfill the client’s Wealth Plan with a focus on capturing assets under management, loans, and deposits.
• Self-acquire new business by being active and well connected in the community and with external centers of influence.
• Provide excellent client service to retain relationships.
• Build strong relationships across all Huntington business segments to deepen client relationships.
• Manage relationships of moderate to high complexity.
• Ensure compliance with key regulatory requirements.
• Perform other duties as assigned.

Basic Qualifications

• Bachelor’s Degree
• State Life and Health Licenses required within 90 days of hire
• Minimum 5 years of experience in wealth management, financial advisory, sales, or relationship management with high-net-worth clients in banking, investment management, or insurance products.
• Note: This position may require registration under the SAFE Act and the Truth in Lending Act, if applicable.

Preferred Qualifications

• Securities and life insurance licenses.
• Proven success working with high-net-worth clients.
• Strong relationship-building skills.
• Excellent communication skills.
• Ability to multitask.

Additional Information

Exempt Status: Yes (not eligible for overtime pay)

Workplace Type: Office with flexible work arrangements possible.

Huntington is an Equal Opportunity Employer.

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Banking, Financial Services, Investment Banking