Private Bank Wealth Advisor III

Huntington Bancshares, Inc.; Columbus, City of Mount Vernon (OH, NY); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Private Bank Wealth Advisor IV to serve as a primary client relationship manager. In this role, you'll develop and manage comprehensive Wealth Plans for high-net-worth clients, ensuring exceptional service and relationship building. With a focus on capturing assets under management and fostering new business, you'll leverage your expertise in wealth management and relationship management to drive success. Join a forward-thinking company that values community connections and offers flexible work arrangements, allowing you to thrive in both office and remote settings.

Qualifications

• 10+ years of experience in wealth management or financial advisory.
• Bachelor’s degree required; securities and insurance licenses preferred.

Responsibilities

• Manage client relationships and develop wealth plans for high-net-worth clients.
• Self-acquire new business and provide exceptional client service.

Skills

Wealth Management

Relationship Management

Sales Skills

Communication Skills

Multi-tasking

Education

Bachelor’s Degree

Tools

Securities License

Life Insurance License

Job description

Description

The Private Bank Wealth Advisor IV is a 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
• At least 10 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)

Workplace Type: Office

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. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity 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 and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.