Private Bank Wealth Advisor III

Huntington National Bank; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Huntington National Bank in Dallas, TX is seeking a Private Bank Wealth Advisor III to serve as the primary client relationship manager for a high-net-worth client’s Wealth Plan. You will develop, deliver, and manage comprehensive plans, coordinating specialists to optimize assets, loans, and deposits.

The role requires at least 5 years in wealth management or related fields, a Bachelor’s degree, and licenses to be obtained within 90 days.

Qualifications

• Bachelor’s degree required.
• State Life and Health licenses must 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 for high or ultra-high net worth clients.
• Note: may be Mortgage Loan Originator under SAFE Act and Loan Originator under TILA; registration/qualifications may apply.

Responsibilities

• Builds relationships with existing and new clients and coordinates specialists to fulfill Wealth Plan with focus on 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.
• Provides legendary client service to retain client relationships.
• Builds strong relationships across Huntington business segments to deepen client relationships.
• Works with relationships of moderate to high complexity.
• Keeps knowledge of key compliance and regulatory requirements.

Skills

Relationship management

Wealth management

Sales

Communication skills

Education

Bachelor’s Degree

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.

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.

Employment Details

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 combining in‑office and work‑from‑home.

Huntington is an Equal Opportunity Employer.

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